Adding Enterprise Users

An administrator creates new enterprise users from the Administration Home page. Other users with less administrative permission (project managers for example) can create new users by adding members to a workspace. Users created in this way by project managers are assigned the default enterprise role of User. For information about adding workspace members who are not yet enterprise users, see Adding New Users to a Workspace.

You can also add individuals as external resources. External resources cannot log onto PPM but can be added to workspaces as team members. For more information see External Resources Overview.

Note: An administrator can also add enterprise users by importing their information in a Comma Separated Value (.csv) file. For details, see Importing Enterprise Users.  

To create an enterprise user:

1. On the Administration Home page, under Users, click Add Users.
   The Create User screen displays.
   
   Note: Required information is indicated with an asterisk (*).
2. In the General Profile section, type the user’s First Name, Last Name and Email address.
   Note: Text fields like First Name, Last Name and Email do not support hyperlinks or other HTML formatting.
3. Type any additional contact information in the General Profile section.
4. In the Settings section, select the correct time zone for the user from the Time Zone list.
5. To assign a department and supervisor, select from the Department and Supervisor lists.
6. To assign a resource manager, select a manager from the Resource Manager list.
   
   Note: This list includes users with the Team Manager View/Edit permission. By default enterprise users with the roles of Administrators, Executives, and Resource Managers have this permission. The same list appears in the Resource Allocation application. If you do not want all of these users to appear in the Resource Manager list, remove that permission from those users or roles you do not want to include in the list.
7. To assign a resource type to the user, select a resource type from the Resource Type list.
   
   Note: Resource types are used for planning and estimating workspaces. They can also be used for calculating billable revenue and internal costs.  Internal and external billing rates for users are inherited from their resource type (unless you assign these rates by user -- see Step 9 below). For more information, see Resource Types Overview.
8. To assign skills to the user, click Change Skills, select skills from the Skills Selector window, and then click Select.
9. You can specify billing rates for the user. If you do not specify billing rates, the rates for the user default to the rates of the assigned resource type. Any current rates are shown below the rate fields. For more information, see Billing Rates Inheritance Overview.

1. To specify an internal billing rate:

• Type an hourly rate value in the Internal Rate field, or
• Click the Billing Rate selector icon and choose a predefined internal billing rate.
  For details on using the Billing Rate selector, see Using the Billing Rate Selector.
   

2. To specify an external billing rate:

• Type an hourly rate value in the External Rate field, or
• Click the Billing Rate selector icon and choose an external billing rate.
  For details on using the Billing Rate selector, see Using the Billing Rate Selector.
   

10. Select the Workweek Calendar for the user.
11. If the user is required to submit timesheets select Yes for Timesheets Required. These users will be included in timesheet due and overdue notifications if those notifications are enabled. For more information see Configuring Timesheet Notification Settings.
12. Select a main enterprise role for the user from the Enterprise Role list.
13. To give the user additional permissions beyond those of the main enterprise role, select the appropriate check boxes.
14. If any custom fields have been defined, type or select the appropriate information for those fields in the Custom Fields section.
15. If you do not want an initial invitation notification message sent to the new user, select Do not send notification to new user.
    Note: This option only suppresses the initial invitation usually sent to new enterprise users to notify them about their new account. Selecting this will not impact other notifications sent from PPM.
16. Click Save to add the user to the enterprise.

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