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 time zone, user type, and language, see the Unifier Integration Interface Guide.

To ensure compliance with company standards and to 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, select User Administration, and then select 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. The licensing purchased by your organization determines whether EVM is included.
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 contains multiple menu options that you can use to perform steps such as creating new users manually or through import or updating types. The toolbar options provide access to some of the same features as well as providing quick access to changing the Status of a user account.

The Update User Type (To Portal and To Standard) option, collectively, work as a bulk action on one or more selected user rows for updating the user type. 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.

The Attribute "Earned Value Management" displayed is unchecked by default. If the user selects this option, the user will be granted access to the Earned Value Management module. This check box will be disabled for Portal users. The licensing purchased by your organization determines whether this check box is visible.

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. (For more information on using the License Manager, see Working with the License Manager.) The License Manager page will generate and update a gauge chart for the following license types, which varies depending on the licensing purchased by your organization:

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 enter a combined number for active named users. Depending on the licensing purchased by your organization, the Site Administrator will also be able to edit the Portal users and EVM users count by using the General and Notifications tabs on the License Terms window.

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, 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 has access to the Mailbox node and its sub-nodes.
If permission is granted, Collaborator users can view existing user-defined reports (UDRs) and custom reports, and they can create UDRs.

License terms for a company (customer) can only be changed by the Site Administrator (for the cloud customers this is 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.