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
.
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