Managing Partner Company User: Status, Groups, and Permissions

User details such as contact information are managed for individual users by the company administrator for the Partner Company.

Note: Partner Company users can be granted Company Administrator permissions if you add them to the Company Administrators group. See Manage a User's Group Membership (Groups Tab) for details on adding users to groups.

You can manage the following information for Partner Company users:

Status: You can change the Partner Company user to Active, Inactive, or On-Hold.

Active users are eligible to participate in company or project/shell-level activities to which they have permissions.
On-Hold users appear on user pickers and can be added to business process set ups and project/shell user lists. However, the user cannot log onto the system until they are activated.
Inactive users will not appear in user pickers. If you inactivate Partner Company users, they will automatically become inactive throughout the system, including in any projects/shells to which they belong. After inactivating, if you then change the status back to Active, their status in projects/shells will not automatically change back to Active; you will need to reactivate them at the project/shell level.

Groups: You can add a partner company user to a company or project/shell-level group as needed.

Permissions: You control permission access for partner company users within your company.

To edit a Partner Company user's details:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click User Administration > Partner Users. The Users log opens.
Select a partner company user and click Open. The Partner Company Edit User window opens.
Note: If a User Administration design has been imported, the data elements that appear in the General tab of the User Properties can vary.
Do any of the following:
- To change the status of the Partner Company user, click the General tab and change the Status field.
- To manage a Partner Company user's group membership, click the Groups tab. Click Add or Remove.
- To manage a Partner Company user's permissions, click the Permissions tab. Grant permissions to the user as needed. (In addition, when using Access Control, both Partner Company users and Sponsor Company users can be added to a module.)
Click OK to save and exit.

Last Published Tuesday, June 4, 2024