You can create an account for a user and assign roles to the user to give access to one or more of your company's projects and/or libraries.

Requirements:

  1. Create a user account:

    To create a user with this access

    Do this

    Access to all of your company's projects and libraries or to all projects and libraries that the user creates

    In a stand-alone system:
    a . In the Manage Access view, in the left pane, select a customer.
    b. From the User menu, select Create User or Invite New User.
    c. Specify the user's logon and contact information.
    d. Click Create.

    In an integrated system:
    a. On the home page, click Users.
    b. Click Create User.
    c. Specify the user's logon and contact information and admin and job roles.
    d. Click Create.

    Access to a specific project

    a. In the Manage Access view, in the left pane, select a project.
    b. From the User menu, select Create User or Invite New User.
    c. Specify the user's logon and contact information.
    d. Click Create.

    Access to a specific library

    a. In the Manage Access view, in the left pane, select a library.
    b. From the User menu, select Create User or Invite New User.
    c. Specify the user's logon and contact information.
    d. Click Create.


    The e-mail address that you type in the Email box is the address to which the system sends messages, such as event notifications and reports. You can type multiple e-mail addresses for the user to a maximum of 80 characters combined, separated by semicolons—for example, john.doe@mycompany.com; john.doe@myhome.com. The system sends each message to all the listed addresses.

  2. In the list of users, find the user that you just created and assign the user project and library roles with the appropriate user rights. Roll over a role to view the rights included in that role.
    In an integrated system, if you are creating a user with access to all projects and libraries, click Manage Projects & Library Access to assign project and library roles.
  3. Under each project and library role that you assign, select one of the following options:
  4. Click the Apply button.