Add Single User Accounts

Use Primavera Administration to add individual user accounts.

To add single user accounts:

1. On the User Administration tab, click Add.
2. In the Last Name field, enter the user's last name.
3. In the First Name field, enter the user's first name.
4. In the Email field, enter the user's email address.
5. In the Username field, enter the user name for the user account.
6. In the Company field, click Select and select a company for the user account.
7. In the User Type field, click the list and select the user type for each account.
8. In the Application Access field, triple-click Select and do the following:

   Note:

   This step is optional. You can assign application access later.
   1. In the Available pane, select the application assignments for the user account. Hold down the Control key and click to select more than one application.
   2. Click Add to selected column.
   3. Click Apply.
9. Repeat these steps for each user account you want to add.
10. Do one of the following:

    • Click Save to commit your changes and save your users.

      or

    • Click Export Changes to save a CSV file (Create_User_<date>.csv) in your Downloads folder. No users are saved at this time. You can import the CSV file and save your users later.

Note:

• After creating a user account, you must reset that password for the account. Resetting a password sends the user an email with a link to allow them to change their own password. See About Passwords for details.
• For Primavera Unifier, if you use Primavera Administration to create users, you can use a user preference template within Primavera Unifier to update user account information such as the time zone and a date format. For more information, see the Primavera Unifier General Administration Guide.