Add an Application Administrator

Add application administrators to your organization to add users, configure application settings, create workspaces, and set up dictionaries and defaults & options. Oracle recommends that you assign the application administrator privilege sparingly.

To assign a new user as an application administrator:

  1. From the Main Menu, select Global Admin.
  2. Select Companies or Users from the list.
  3. On the Companies page, select a company, and then in the Users section, select Add.

    On the Users page, select Add.

  4. In the Add User panel, complete the following steps:

    Notes:

    • If Consent Notice is not enabled, application administrators can view all of the below steps in the Add User panel. User administrators can only view the User Details, User Groups, Apps, and Summary steps when adding a new user.
    • If Consent Notice is enabled, then only certain steps of the Add User panel will be available. For application administrators, the User Details, Defaults, Apps, and Summary steps will be available. For user administrators, only the User Details, Apps, and Summary steps will be available.
    1. In the User Details step, complete the Basic and Permissions sections:
      1. Company: Enter the company that the user is being added to.

        Note: If the user is being added to a company from the General page for a company, then this field will be autopopulated with that company and cannot be edited.

      2. Office: Select one or more offices for the user.

        Note: If the user is being added to a company from the General page for a company, then this field will be autopopulated with the office selected on the page. You can also add additional offices for the user.

      3. Email: Enter the email address for the user.

        Notes:

        • The email address will be the username required for logging into the application. If the email address already exists in the system, a Use This button will appear.
        • If a user is added to an instance of Oracle Primavera Cloud Cloud hosted in the Oracle Cloud Infrastructure, select the Non-Federated User option when adding a new user who does not exist in your company's identity provider.
      4. First Name: Enter the first name of the user.
      5. Last Name: Enter the last name of the user.
      6. Language: Enter the user's language.
      7. (Optional) Complete additional fields.
      8. (Optional) Copy Security Settings from Existing User: Application administrators can choose to copy the security settings from an existing user, which will copy their user groups, permission set defaults, user access, and apps. This will populate the User Groups, Defaults, Access, and Apps steps on this Add User panel, though you can then modify the choices on those steps to personalize the options for the new user. If Consent Notice is enabled, the User Groups and Access will not be copied from another user.
      9. User Type: To add an application administrator, select the Application Administrator check box.
      10. License: All licenses are selected by default when the User Type is selected as Application Administrator.
    2. In the User Groups step, assign the user to user groups. Users will gain access to the objects that the user group is assigned to.
    3. In the Defaults step, determine the default permission sets that a user will have when being assigned to a new object. For application administrators, select Administrator (System) for all objects.
    4. In the Access step, assign the user direct access to individual projects, portfolios, workspaces, ideas, and programs. When you assign access to an object, you must also define the permission sets for that access. You can choose to keep the default permission sets or assign different permission sets. An access type of User indicates that the user was assigned directly to the object. An access type of Workspace indicates that the user has gained access to that object indirectly through the user's assignment to the workspace. The user was assigned to the owning workspace of the object with a permission set defined for that object that grants the user access.
    5. In the Apps step, determine the apps that a user will be able to access from the sidebar.
    6. In the Summary step, view a summary of all of the user information configured in the Add User panel. You can also edit your selections if necessary.
  5. Select Finish.

You can also assign a user from any company as an application administrator from the following pages:

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