Define Users

In this area, the PMWeb Modules that the client has purchased are checked.

This area displays the Max. Number of Full Licenses the client has purchase.  The number of Named and Concurrent Licenses that have been assigned, and the number of Licenses still available.

This area displays the number of Guest licenses that have been assigned and the total maximum number of concurrent guest licenses that can be in use simultaneously.

This section provides a summary of assigned licenses by database.

Click the browse button to upload a photo of the User.

Enter a unique User ID. * signifies this is a required field.

The Contact dropdown pulls from the Companies list located in Portfolio>Lists>Companies (all users should first be uploaded to the company module as contacts).  If this method is used the majority of this information contained within this grid will be automatically populated.

Enter the user's first name. * denotes this is a required field.

Enter the user's last name.

Select the user's License Type, either Guest or Full.  Based on the license type selected, a named/concurrent license will need to be selected.

Select the User Group this particular user will be a member of.  The User Group was created in Define Groups.

A default password for the user can be entered here

Enter the user's email address

If a user has a signature file, you can upload it here.  This is used for the approval process in Workflow where signatures are required.

Check the box for PMWeb Admin if the User is granted access to the Administrative tool to PMWeb.

Check the box for Inactive to make the User inactive.  If this box is checked the User name will not be displayed on the PMWeb Login Screen

Click the Save button to save the new User.