Modify User dialog box

Use this dialog box to assign and modify a Project Center user's roles.

You must be a Project Center administrator to assign roles and administrative privileges to other users.

Windows User Name

The name of the user you selected to assign roles to.

If you selected multiple users to assign roles to at once, this field will be filled in with <multiple users>.

Home Server

Select the Project Center Server to use each time the user logs in to Project Center. If you select Clear Home Server, the user will be logged onto the server that was used in the previous session.

Role

This section contains the roles you can assign to the user:

Professional User

Mark this checkbox to make the user a Professional user:

●        Professional users can add and modify items throughout Project Center (but they must be a Contract Manager and/or a Financial Manager to use the features within those categories, as explained below).

●        Non-Professional users can only file email messages, create meetings, markup items, use search, and view Project Center items.

Contract Manager

Mark this checkbox to assign contract management (CM) privileges to Professional users. CM users can create/edit/delete addendums, bulletins, construction change directives, cost codes, proposal requests, RFIs, sketches and supplemental drawings, submittals, and supplemental instructions.

Users without the Contract Manager role can still view all of the indicated activity center items.

Financial Manager

Mark this checkbox to enable Professional users to view/create/edit/delete change order proposals, change orders, contracts, and potential change orders.

Users without the Financial Manager role cannot even view any of the indicated activity center items.

Document Controller

Mark this checkbox to enable the user to manage record documents in the Document Control activity center. Users with this role can create, modify, issue, and delete record documents and record document packages. Users without this role have read-only access to record documents.

Project Creator

Mark this checkbox to enable the user to create projects. When this option is selected, the Create a New Project task appears in the Tasks panel of the My Project Center activity center to allow project team members without access to the Project Center Administration activity center to create projects.

Content Administrator

Mark this checkbox to enable the user to use the Newforma Contact Directory to add and modify companies, contacts, and keyword lists, and to add, modify, and delete form letters. It also enables the user to use the Modify Keyword Lists task in the My Project Center activity center to add and modify Project Center keyword lists.

Content Administrators do not have access to the Project Center Administration activity center (unless they are also Global Administrators).

Global Administrator

Mark this checkbox to give the user administrative privileges.

The user whose roles were modified must close and restart Project Center for the changes to take effect. Make sure to notify the user.

Personal Transfers

Allow Personal Transfers from Outlook

Mark this checkbox to allow the user to use Microsoft Outlook to send personal email messages with large attachments via Info Exchange.

Provide an Upload File Link

Mark this checkbox to provide the user with a link to share with other contacts for uploading files. Once selected, Project Center sends a URL to the user that can be added to the user's email signature. When the user sends an email message, the recipients can click the link to upload files to the sender. The sender is then notified about the uploaded files and can download them from the email notification or from the View Personal Transfers dialog box.

Email Options

Force Email Filing When Sending Email Through Outlook

Mark this checkbox to automatically make users file all email messages they send. When this option is selected, the File in Project dialog box opens requiring the users to select a project  to file their messages to.

 

To access this dialog box

Select a Project Center user from the Licensing tab of the Project Center Administration activity center, then click Modify User from the Tasks panel.