Add a New Company User

This section describes how to manually add a new user record to your company. For information about importing multiple user records from a CSV file, see Import company users (add users or update users).

If you have created a User Preference template (in Standards & Libraries > User Preference Templates), the active template will automatically be used to generate the new user's user preferences. If there is no active template present, then the system default settings will be used for the user preferences.

To add a new company user

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click User Administration > Company Users in the left Navigator.
  3. Click New from the toolbar to open the Edit User window and complete the form.
  4. In the Edit User window, complete the fields of the General tab as discussed in the following table.
  5. Click the Security tab. You must also add a login user name before saving the record. See Manage User Login Information (Security Tab) for details.
  6. At this point, you can activate the user, save the record, or complete the rest of the tabs:
  7. Click Apply to save changes, or OK to save and exit the window.

In this field:

Do this:

First Name, Last Name

Enter the first and last name of the user. These are required fields.

Title

Enter an optional company title for the user.

Email

Enter the user's email address, which will be used to send system notifications to the user, and will display in the user's contact information. This is a required field.

Work Phone

Enter the user's work telephone number.

Mobile Phone

Enter the user's mobile telephone number.

Home Phone

Enter the user's home telephone number.

Pager

Enter the user's page number.

Fax

Enter the user's fax number.

Address

Click the Select button to add a company address to the user profile (From Edit Company, Address Tab)

Time Zone

Choose the default time zone for the user. This can be changed in the User Preferences window.

Language

Select a language from the drop-down list.

Note: The languages listed are the active languages selected in the Configuration - Internationalization log window, by the administrator.

Date Format

This setting controls the display of dates on reports, business process forms, etc. This can be changed in the User Preferences window.

User Type

Select Standard or Portal. The Standard User has access to all modules, except the Earned Value Management. (If the Earned Value Management component is selected for a Standard User, the Earned Value Management is available to the Standard User.) The Portal User only has access to the self-service portal login.

Earned Value Management

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.

Status

New users are Active by default. Status can be Active, Inactive or On-hold. Neither Inactive nor On-Hold users can sign in:

  • Active: User is listed in Project or Shell Directory, in User/Group Picker, User can sign in and participate in project or shell.
  • Inactive: User's name does not appear anywhere for selection on any project-or shell-related functions or User Picker. User cannot sign in but they can be given permissions and added to groups.
  • On-hold: User can be added to a project or shell and assigned as a participant in a business process workflow but cannot sign in. Normally used to pre-assign users to a new project or shell before activating it.

Active and On Hold users will be counted against your user license terms; Inactive users will not.


Last Published Saturday, July 13, 2024