Adding a partner company user enables you to grant them access to your company Unifier features in the company workspace, programs, projects, or shells. You can manage their status, group membership, and permissions.
User Type
As part of the log attributes in uDesigner, the column, "User Type" in the Company Workspace log page (Partner Users node Company Workspace > Admin mode > User Administration > Partner Users) identifies the type of user, available in Unifier, per following:
- SYS User Type/Standard
The SYS User Type/Standard, which refers to both Company and Partner users, can have access to all Unifier modules, except the Earned Value Management. If the Earned Value Management component is checked for a Standard User, the Earned Value Management will be available to the Standard User.
- SYS User Type/Portal
The SYS User Type/Portal, which refers to Portal users, can have access to self-service portal login, only.
User Administration
Assigning Application Access to Primavera Unifier (Cloud Only)
Importing User Attribute Form
Adding and Managing Company Users
Creating Partner Companies, Users, and Permission Settings (On-Premises Only)
Creating Partner Companies and Users (Cloud Only)
Adding and Managing Groups
Integration Users
Managing Users in Bulk
Creating and Managing User Preference Templates
Creating an Approved Email List for Project/Shell Mailboxes
Editing, Deleting, and Finding Email Addresses
Importing and Exporting Email Addresses
Managing permissions and access control
Announcements Node
Working with the License Manager
Running System Usage Reports
Setting Permissions for Inbox
Setting Permissions for Unpublished Attachments
Task Reassignment (Company and Project)
Add a partner company user
Manage partner company user status, groups and permissions
Change the status of multiple partner users
Importing and Exporting Company and Partner Users
Reactivating Users