Managing Project/Shell-Level User Information

As described in Edit Company (Security Tab), you can indicate whether to show or hide a user's profile. If you show a user's profile, you can also decide whether Company or Partner users (or both) are allowed to save the profile when they are working offline with the Unifier Mobile app.

You can also specify at the project/shell level whether the information for an Active user is shown.

Note: Portal and Collaborator users do not have access to Company and Partner user information.

To show or hide a user in the project/shell directory:

  1. Go to the project/shell tab and switch to Admin mode.
  2. In the left Navigator, select User Administration, and then select Users.
  3. In the Users log, double-click the applicable user name.
  4. In the Edit Projects User dialog box, select the Show user on the Projects Directory option, and then click OK.

Last Published Wednesday, July 2, 2025