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 the system 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 Users log
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click User Administration > Company Users.
The Users log lists the users defined for your organization.
- To open an existing record, select a user in the list 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 lets you filter the display of listed users listed. 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 vary depending on what was added to the User log design in the User Attribute form.
User Type
The User Type column in the Users log identifies the type of user per following:
- SYS User Type/Standard
The SYS User Type/Standard User, which refers to both Company and Partner users, can have access to all modules, except Earned Value Management (EVM). If the Earned Value Management component is selected for a Standard User, the component 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 User can only have access to the self-service portal login.
The Users log has the following menu options:
- File
- New
Manual
Import
- Open
- Export
All
Selection
Export Structure
- Send e-mail
- Status
Active
Inactive
On-Hold
- New
- 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 Users log 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.
If the user type attribute is not mentioned when creating the user, the user type for that user will be set to Standard 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 check box will be disabled for Portal users.
Note: The check box 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 the following license types:
- Standard Users
- Portal Users
- Collaborator Users
- Earned Value Management Users
The counts for Portal users and Earned Value Management (EVM) users depend on:
- Whether a particular Company user is marked as a Portal user, and
- The Earned Value Management user in User Administration.
If there are more active users with accounts than the product is licensed for, the calculations in the Active Named Users fields might be higher in the Current Usage sections versus the License Terms sections. 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.
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), the system 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 functionality. The Collaborator User status must be granted to external users such as vendors.
- A Collaborator User will also have access to Mailbox node (module) and its sub-nodes.
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.
In This Section
Import Company Users (Add Users or Update Users)
Manage User Login Information (Security Tab)
Manage a User's Group Membership (Groups Tab)
Edit User Permissions (Permissions Tab)
View User's Project and Shell Membership (Project/Shell Tabs)
Designate a Proxy User (Proxy Tab)
Change the Status of Multiple Company Users
Last Published Tuesday, December 12, 2023