Add new users (P6 Professional Only)

  1. Choose Admin, Users.
  2. Click Add.
  3. What appears next depends on your security configuration:
    1. If P6 Professional is running in Native authentication mode, the Add User dialog box will appear:
      1. Fill in the Login Name, Personal name, Enter new password, and Confirm new password fields.
      2. Click OK.
      3. If the ability to edit a personal resource calendar is required, you can select an associated resource from the Resource ID / Resource Name for Personal Calendar field, or you can create the link when you add resources.
      4. Click the Contact tab. Enter the user's email address and office phone number.
      5. Click Close.

        Notes:

        • If you intend to use reporting software, avoid using commas when creating data other than Project names. The way that data is passed to some reporting software can cause a comma to be interpreted as a delimiter between data items.
        • Login names must be between 1 and 255 characters long. If the Enable Password Policy check box is cleared in the Admin Preferences dialog box, passwords must be between 1 and 20 characters long. If the Enable password policy check box is selected in the Admin Preferences dialog box, enter a password that is a minimum of 8 characters long, and that contains at least one alpha and one numeric character.
        • If P6 Professional is running in LDAP authentication mode, the Password button does not appear since password management is handled through the directory server.
        • Users you create will not have access to any projects or features until you assign them a security profile.
        • If a user is also a resource, the email address and office phone number you type in the Users dialog box overwrites the email address and office phone number recorded in the Resources window General tab, if that information is different. Likewise, email and phone information you enter in the Resources window overwrites the information in the Users dialog box.
    2. If P6 Professional is running in LDAP authentication mode, the Import Domain Users dialog box will appear:
      1. Either click the Load LDIF button, or enter an LDAP query (for example, UID=*) under LDAP User Search Criteria.
      2. If you clicked the Load LDIP button, browse to the location of the LDIF file, and click Open. If you entered an LDAP query, click Search.
      3. A list of users will appear, grouped by category. For example, LDAP repository users that do not exactly match P6 Professional users will be grouped together. If users exist in the LDAP repository, the Login Name, Personal Name, User EMail Address, and Office Phone fields are populated based on the field mappings in the LDAP configuration settings.
      4. Select the Import option next to each Login Name that you with to import. New or modified users are automatically selected.
      5. Click Import Users.
      6. Click Close in the Users dialog box.

        Notes:

        • You must have the Add/Edit/Delete Users privilege and the Provision Users from LDAP privilege to search the LDAP directory. You do not need the Provision Users from LDAP privilege to import users from the LDIF file.
        • The new users will be assigned the default global profile.

Resource Security

Resource security allows the administrator to restrict a user's resource access. By default, new users do not have access to resources. To change the new user resource access click the Global Access tab.

Notes

Related Topics

Introduction to Resource Security



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Last Published Thursday, January 12, 2023