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Administrators

Note: The following information is based on the default settings and typical use of Unifier.

There are different types, or levels, of administrators and they include:

• Site Administrator (also referred to as the System Administrator)
• Company Administrator
• Project or Shell Administrator

The following explains each administrator type in detail.

Site Administrator (also referred to as the System Administrator)

A Site Administrator is responsible for the end-to-end administration.

Note: For cloud customers, the Oracle Primavera Technical Team performs the Site Administrator function. For on-premises customers, the customer performs the Site Administrator function.

The Site Administrator's tasks include:

• Loading modules.
• Loading certain system reports.
• Managing the License Manager.
• Performing basic system administration tasks, including unlocking locked user accounts.
• Performing Company Administrator and Project/Shell Administrator functions, if requested.
• Changing the Authentication Key.

Company Administrator

Generally, a Company Administrator administers the Owner Company (Sponsor Company) functions. For more information about Owner Company see User Administration.

The Company Administrator can perform user tasks, also.

Note: Except where noted, the Company Administrator cannot perform tasks designated for the Site Administrator.

A Company Administrator typically performs the following tasks, depending on the permission:

• Creating multiple partner companies in the Owner Company.
• Creating users for each partner companies in the Owner Company.
• Modifying the company properties, including Company Workspace
• Managing company details such as contact information.
• Managing company-level users, groups, and granting permissions.
• Managing Partner Company (or Member Company) status.
• Managing Partner Company (or Member Company) users.
• Creating cross-project or cross-Shell reports.
• Creating, and maintaining, Data Definitions (DDs) and Data Elements (DEs).
• Activating a Business Process schema.
• Defining record numbering scheme.
• Defining the company exchange rate and currencies.
• Creating programs, projects, and shells.
• Managing project organization (categories) and shell organization (types).
• Setting up templates.
• Setting up and managing data structure.
• Configuring the User mode Navigator (the setup of the left-hand Navigator in User mode: Company Workspace > Admin mode > Configuration > User Mode Navigator).

In Unifier, you can have multiple company administrators.

The Company Administrator group, which can contain multiple company administrators, is automatically created when the Owner Company (Sponsor Company) is created.

This Company Administrator group has preset permissions. These permissions can be changed as needed.

Examples

• If new business processes are added.
• If new modules are added.
• If the Company Administrator assists in administration of other modules such as projects or shells.

Project Administrator or Shell Administrator (Project/Shell Administrator)

Project/Shell Administrators manage project-level or shell-level administration tasks, and may also administer programs for projects. A project or shell administrator will add existing users to projects and/or project/shell groups, restrict access within specific projects, set up the project or shell cost/funding/Schedule of Value (SOV)/schedule sheets, and set up business processes. Project or Shell Administrators typically:

• Administer projects or shells they are a member of
• Add Project or Shell Users, create Groups and grant Permissions
• Create and modify the Cost Sheet
• Create Business Process Setups and define workflows
• May also manage programs as a Program Administrator (for projects only)

To access company administration functions, see Company Workspace Landing Page (Admin).

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Last Published Friday, February 2, 2024