User Administration
This section covers adding, managing, related permission settings, and related access control for:
- Company Users (sponsor company and partner company users)
- Partner Users (partner users)
- Groups (user groups)
- Task Reassignment (access control)
- Integration Users
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
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
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
Working with the License Manager
Setting Permissions for Unpublished Attachments
Task Reassignment (Company and Project)
Last Published Saturday, July 12, 2025