Collaborator User

The Company Administrator can:

If you make a user a Contractor by assigning the Contractor User Type in Primavera Administration, the user will consume a Collaborator license in the system. Any other user classification (Employee, Intern, Temp, External, Service, Generic) will consume a Standard license.

Attention Unifier Cloud Administrator

When you are provisioning users in the Cloud Administration tool:

  1. While setting up users of Collaborator license type, you must select the user type as “Contractor” in the Cloud admin tool. The user type of “Contractor” is reserved for the "Collaborator" user type of Unifier. You must not use the user type “Contractor” for any other user type that may count towards Standard license.
  2. If you want to create users with Standard license type, then you can choose the user type to be any of the other values such as Generic, Intern, and so forth.

Impact on the Audit Log

Changes made to the Collaborator User license terms will also get captured in the Audit Log tab.

A Collaborator User license type can only be added as a Partner User (Company Workspace > User Administration node), manually.

  1. Go to the Company Workspace tab and switch to the Admin mode.
  2. From the left Navigator, click the User Administration node to expand it.
  3. Click Partner Users sub-node to open the log.
  4. Click to select the company you want to add the Collaborator User to and open it. The Edit User window opens.
  5. In the Edit User window, General tab, enter the user information, click the User Type drop-down list, and select Collaborator.

The Update User Type toolbar option lets you use the sub-menu option of To Collaborator. The same option will be available in Edit in the Menu.

The following table outlines the behavior of various options:

Selection

Update License Type

Usage

When one or more users are selected

Update to Standard

For all the selected users, the user type will be updated to Standard.

When one or more users are selected

Update to Collaborator

For selected users, the user type if not Collaborator will be changed to Collaborator.

When one or more Standard partner users are selected

Update to Portal

For the selected Standard Partner users, the user type will be changed from Standard to Portal.

When one or more Standard partner users are selected

Update to Collaborator

For the selected Standard Partner users, the user type will be changed from Standard to Collaborator.

When one or more portal users are selected

Update to Portal

For selected users, the user type if not Portal will be changed to Portal.

When a mix of Standard, Portal & Collaborator users are selected

Update to Collaborator

For selected users, the type if not Collaborator will be changed to the Collaborator.

When a mix of Standard and portal users are selected

Update to Portal

For selected users, the type if not Portal will be changed to Portal.

You can add Collaborator User of the new license type in User Administration for Partner Users through CSV. If the license count is exceeded, the system displays the message: License limits for Standard/Portal/Collaborator Active Named Users and Overage have been reached. {total number of users} user(s) cannot be added/updated. Contact your Site Administrator.

For the identity domain or Primavera Administration Application, to create a Collaborator User a new attribute for the user type must be created, when creating a user.

Navigational nodes seen (Home):

The Standard Projects would still be accessible to Collaborator User.

Navigational nodes seen (Shell):

Because Project Mailbox is not available to the Collaborator User, the same option is also not available under "Linked Mail" of a BP. If there are any existing emails from the Project Mailbox in the linked mail of the particular BP, the emails would still be visible and accessible.

The Collaborator User will not have access to any non-BP type object in the left Navigator. If there are references on the BP forms, the Collaborator User will be able to access them. Also, any records that can be opened by way of a hyperlink in a non-BP type picker will be accessible to user.

Note: A user who does not have permissions for any shells can click on any shell picker on the BP forms and add or reference a shell in a BP; the system does not restrict this based on the permissions. The same rule applies to a Collaborator User.

Here is a list of some of the pickers that are non-BP type:

A Collaborator User can have other users (Standard user or Portal user) who can act as proxies and can act as a proxy for other users. A Collaborator User can view this list in the My Proxy tab. All sub-options seen in the Preferences window will be the same as other Standard users, including the Email Subscription options.

Note: The system does not prevent the Company Administrator from setting Collaborator user types as Proxy users; however, at runtime these type of users will not see the option to proxy on behalf of someone else.

The User Type "Collaborator User" is not available in the Bulk Edit log, and the license count will not be checked when updates are made through bulk edit.

A Collaborator User has access to the following options in the top pane:


Last Published Saturday, July 13, 2024