Add a User to a Shell

After you have created a shell, you will need to add users to the list of approved shell users. Shell users can be from your own sponsor company, or from approved member companies.

When adding users from your company to the shell:

To add users from your own (sponsor) company, the user must be either Active or On-Hold at the company level. When added, the user will automatically be Active for the shell.
Users who are inactive at the company level cannot be added to a shell.

When adding users from a partner company to the shell:

In order to add a user from a partner company, the company must first be added to the Member Companies list for the shell. The user must be either Active or On-Hold at the company level. When added, the user will automatically be Active for the shell.
The user does not necessarily need to be listed in the Partner Users log at the company level in order to be added to a company. If the user is listed in the Partner Users log, the user must be Active or On-Hold. If the user is not already in the Partner Users log, they will be automatically added to the list of Partner Users with a status of Active.

To add users to a shell

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click Company Sponsored Shells > [shell] > [shell instance] > User Administration > Users. The Users log opens. The log lists all users that are already part of the shell.
Click New. The User/Group Picker opens.
Note: If a User Attribute form has been imported, the shell user log will reflect the design of any designed Partner Log included in that form. For more information, see Importing User Attribute Form in the Unifier General Administration Guide.
Click the List Names from drop-down list at the top of the picker window and choose the company from which to add the new shell user.
This drop-down lists your sponsor company plus any member companies that have been added to the shell. You can click the Member Companies node under the shell to view the list of available member companies.

Note: 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.
Select one or more users to add to the shell. You can press the Shift or Ctrl keys to select multiple users at once.
Click the Add button. You can continue to select and add names to the Selected Users portion of the picker window.
Click OK to add the users to the shell. The new users are listed in the Users log.

To add a user to a shell template

Open the shell template and navigate to User Administration > Users. Follow the steps above to add a sponsor company or member company user to the template.

Last Published Thursday, December 14, 2023