User Administration

This section covers adding, managing, related permission settings, and related access control for:

In This Section

Owner Company or Sponsor Company

Partner Company or Member Company

Assigning Application Access (Cloud Only)

Editing User Permissions at Company, Shell, and Project Levels

Importing User Attribute Form

Adding and Managing Company Users

Creating Partner Companies, Users, and Permission Settings (On-Premises Only)

Creating Partner Companies and Users (Cloud Only)

Adding and Managing Partner Company Users

Adding and Managing Groups

Integration Users

Managing Users in Bulk

Creating and Managing User Preference Templates

Creating an Approved Email List for Project/Shell Mailboxes

Editing, Deleting, and Finding Email Addresses

Importing and Exporting Email Addresses

Managing Permissions and Access Control

Announcements Node

Working with the License Manager

Running System Usage Reports

Setting Permissions for Inbox

Setting Permissions for Unpublished Attachments

Task Reassignment (Company and Project)



Last Published Friday, February 2, 2024