Adding and Managing Company Users

Company Administrators can add new users to the sponsor company. Each new user creates a new user record. These are known as company users. Company users can be entered manually one at a time, or multiple user records can be imported into Unifier from a CSV file.

Note: For information about the columns, such as timezone, user type, and language, see the Unifier Integration Interface Guide.

To ensure compliance with company standards and restrict access, Oracle recommends that the responsibility for user administration (at the company level) be delegated to one person, or a small group of people.

To access the Company Users log

Go to the Company Workspace tab and switch to Admin mode.
Click User Administration > Company Users in the left Navigator. To open an existing user record, select a user from the log and click Open.
Note: If a User Attribute form has been imported, the columns that appear in the Users Log can vary. If designed in uDesigner, the log can include navigation in the left pane. This navigation allows you to filter the display of users listed in the log. If you decide that you want a standard log to display, you can remove the navigation from the log in uDesigner. Also, the search criteria in the Find window and sort order can also vary depending on what was added to the User log design in the User Attribute form.

User Type

As part of the log attributes, the User Type column in the Company Workspace log page identifies the type of user, available in Unifier, per following:

SYS User Type/Standard
The SYS User Type/Standard, which refers to both Company and Partner users, can have access to all Unifier modules, except the Earned Value Management. If the Earned Value Management component is checked for a Standard User, the Earned Value Management will be available to the Standard User.

Note: For information specific to the Earned Value Management module, see the Unifier Earned Value Management User Guide.
SYS User Type/Portal
The SYS User Type/Portal, which refers to Portal users, can have access to self-service portal login, only.

The Company Workspace log page (for Company Users node) has the following menu options:

File
- New
  Manual
  
  Import
- Open
- Export
  All
  
  Selection
  
  Export Structure
- Send e-mail
- Status
  Active
  
  Inactive
  
  On-Hold
Edit
- Bulk Edit
- Delete
- Update User Type
  To Portal
  
  To Standard
View
- All
- Find...
- Audit Log...
Help
- User Help
- Admin Help
- uDesigner Help
- Unifier Library
- User Productivity Kit

The Company Workspace log page (for Company Users node) has the following toolbar options:

New
Open
Find
Send e-mail
Status
- Active
- Inactive
- On-Hold
Update User Type
- To Portal
- To Standard

The Update User Type (To Portal and To Standard) option, collectively, work as a bulk action on one or more selected user rows by enabling you to update the type of user. For example, you can select one row, or multiple rows, click Update User Type, and change the user type to portal, or standard, by clicking To Portal, or To Standard.

If user assignment results in the number of users exceeding the licenses allocated, Unifier displays a notification.

If the user type attribute is not mentioned when creating the user, the user type for that user will be set to Standard user type by default.

When you are creating a user, the User Type drop-down list is defaulted to Standard user, but you can change the User type to Portal.

The Attribute "Earned Value Management" displayed is unchecked by default. If the user checks this option, then the user will be granted access to the Earned Value Management module. This checkbox will be disabled for Portal type of users.

Note: The checkbox for Earned Value Management users will be seen only when the Earned Value Management module is loaded.

In the License Manager, the Company user and Partner user are considered Standard users in terms of license count and combined count for License Terms and Current Usage. The License Manager landing page will generate and update a gauge chart for all the following license types:

Standard Users
Portal Users
Collaborator Users
Earned Value Management Users

A new count for Portal users and Earned Value Management (EVM) users are shown for License Terms and Current Usage. This count will depend on:

Whether a particular Company user is marked as Portal user, and
The Earned Value Management user in User Administration.

The excess or surplus (overage) is calculated in the same way as the Standard users.

The Site Administrator can edit the license terms and view the audit log for the users by clicking the Settings icon.

When editing the user count, the Site Administrator will have to put a combined number for active named users.

The Site Administrator will also be able to edit the Portal users and EVM users count by using the following tabs on the License Terms window:

General tab
Notifications tab

For users other than the Site Administrator, only the Notification tab will be available to be edited.

Note: Unifier considers the existing Company users and all users added by way of import (File > New > Import) as Standard users.

The User Type column will be seen by default in the standard user data picker. For the custom user data picker, if the user has added the column, then the user will be seen in User Type column.

In addition to the standard user (a user with access to all functionalities) and the portal user (a user with access to limited functionalities), Unifier supports the Collaborator User.

Notes:

The Collaborator User is a Partner User. Any user can be declared as a Collaborator User, but a Collaborator User will have limited access to unifier functionalities. The Collaborator User status must be granted to external users such as vendors.
A Collaborator User will also have access to Mailbox module and its sub-modules.

License terms for a company (customer) can only be changed by the Site Administrator (for the cloud customers this will be the Oracle Cloud Administrator). As a result, to allow a Company Administrator to add a Collaborator User, the Site Administrator must first add licenses for the Collaborator User. See Collaborator User for more details.