Users Overview

Setting Up Users Video

You can add and manage all of your users from the Global Admin settings. There are five user types in the application: regular users, company restricted users, application administrators, contacts, and idea submitters. You can add users manually or by importing spreadsheets with user data.

You can add the following types of users in the application:

• Users: Users of the application whose access to data is determined by assigned permissions. Users are not restricted to view only the records of certain companies by default.
• Company Restricted Users: Users from other companies may need access to your Primavera Cloud database. You can add users to the companies that your organization partners with as restricted users. When you add a user to a partner company, restricted user is selected by default. You can create restricted users in the owning company and partner companies. Restricted users cannot be added as application administrators and can only view records assigned to their company in specific apps. Restricted users can be given access to add users, but they can only add, edit, and delete users from their company.
• Application Administrators: Application administrators are users with privileges to access all workspaces, projects, portfolios, programs, ideas, and global elements (such as workflows). Only application administrators can assign or remove the application administrator user type for a user. Only users created under the owning company can be assigned the application administrator user type. The Administrator permission set that can be set at the object level is a separate concept from the application administrator user type.
• Contact Only: A user who receives Primavera Cloud email notifications but cannot log in to the application. A contact does not require a Primavera Cloud license.
• Idea Submitter Only: A user who can submit ideas in the application. This user can only see information for the company that they belong to. You can add an unlimited amount of Idea Submitter Only users to the application, but it is only available if you have the Enterprise license model or the Named User license model with a Portfolio and Capital Planning Cloud Service license enabled. An Idea Submitter Only user does not require a Primavera Cloud license.

For example, your company may have several projects that require work from an outside subcontractor. Employees of the subcontractor company will need access to the projects in your database. You can add the company as a partner company, and then add users to that company. You can add the employees of the subcontractor as company restricted users, giving them access only to the projects that their company is working on in specific apps. Your other data and projects remain protected and secure.

You do not need to be an application administrator to create users if you have the User Administration global privilege. Users with the User Administration global privilege can add and manage users in their own company.

If you are managing users in an identity domain, be aware that deleting a user in the identity domain will prevent a user from logging into Primavera Cloud, even if the user is recreated with the same email address and user name. The unique key that matched the original user account to their Primavera Cloud login is erased upon deletion and cannot be recreated. Therefore, do not delete a user in identity domain unless they no longer need access to Primavera Cloud.