Modify User dialog box

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

1   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.

1   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 then be assigned contract management privileges.

●        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 the user (available only to Professional users). CM users can create/edit/delete addendums, bulletins, construction change directives, cost codes, daily reports, project publisher, proposal requests, RFIs, site visits, sketches and supplemental drawings, submittals, and supplemental instructions.

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

Financial Manager

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

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

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.

1   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.

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

 

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.