Adding a Partner Company User

Partner company user details are managed by the Site Administrator or the company administrator for the partner company. As the company administrator for the your company, you can add partner company users to your own company at the company, program, project, or shell level, and control their status and permissions within your company.

If a partner company user is added to a project or shell, the user will be added to the Partner Company Users log automatically.

The License Manager (Company Workspace tab > Admin mode > User Administration > Access Control > Administration Mode Access) controls the number of active partner company users within a system. If the new users will exceed your license terms, you will receive an error message.

By default, new users will have a status of Active. You can change the status or other user detail information selecting the user from the list and clicking Open.

To access the Partner Users log

Go to the Company Workspace tab and switch to Admin mode.
Click User Administration > Partner 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.

To add a new partner company user

Go to the Company Workspace tab and switch to Admin mode.
Click User Administration > Partner Users in the left Navigator.
Click New from the toolbar to open the Edit User window and complete the form.
In the Edit User window, complete the fields of the General tab as discussed in the following table.
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.
At this point, you can activate the user, save the record, or complete the rest of the tabs:
- Groups: You can add the user to existing groups. The default groups are Company Administrators, Project Administrators, Shell Administrators, and Support. The user automatically inherits group permissions. See Manage a user's group membership (Groups tab) for details.
- Permissions: You can configure individual permission settings for the user in this tab. See Edit User Permissions (Permissions Tab) for details. Alternatively, you can assign the user to a group (the user will automatically inherit group permissions), or assign permission through Access Control.
- Projects/Shells: This tab lists the projects and shells to which the user has been added and is view-only. See View User's Project, Program, and Shell Membership (Project/Shell/Program Tabs).
- Programs: This tab lists the programs to which the user has been added and is view-only. See View User's Project, Program, and Shell Membership (Project/Shell/Program Tabs).
- Proxy: You can add or view the user's proxy users in this tab. See Designate a Proxy User (Proxy Tab).
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