Add a user

Add users to Project view or Manage user and groups. Manage existing users by adding users to groups and roles and granting users permissions.

  1. In the main toolbar, select Open dashboard page, and then select  Manage users and groups.
  2. Under Users, select Add user.
    Tip: To add users in Project view, in Project view, right-click the project node and then select New > User. Right-click Security and select New > Folder to add a folder for users.
  3. In Add User configure the properties for the user:
    • Name. Name of the user.
    • Password. Password that the user must provide to log on to the application.
    • Locale. Locale of the user.
    • Languages. Language configured for the user.
    • Measurement system. The measurement system used to display data to the user:
      • International system of units
      • US customary measurement system
      • British imperial units
    • Domain. Identifies the local Windows® user account for any domain-linked user account.
      Tip: You can configure the properties for a user from Project view by selecting the user and then changing the properties in Properties.
  4. (optional) If groups are created, under Assign groups to user, select the groups to assign to the user.
  5. (optional) If roles are created, under Assign roles to user, select the roles to assign to the user.
  6. Select Add.
    Under Users, the groups and roles assigned to the user appear. Under Groups, the user appears under the selected groups. Under Roles, the user appears under the selected roles.
The user appears under Users on the dashboard page and in Project view.