9.3 Creating a User

  1. In the Web Interface toolbar, select Users.

  2. Select the Users tab.

  3. Click Create.

  4. In the User pane of the Create User dialog, specify the following information for the user account:

    • First and last name

    • Email address (used as the login user name)

    • Phone number (optional)

    • Password and Confirm Password

    • Scope

      • System (default)

      • Organization

        The Organization scope limits role options to only the Dashboard Viewer role.

  5. Click Save to create the user account instance and enable the Membership and Access pane.

  6. In the Membership and Access pane, define the permissions and roles assignments for the user account.

    The level determines the breadth of control the user has, and the role determines the permissions.

    Level

    Role-based permissions apply to...

    System

    All organizations on the PTM Server.

    Organization

    All projects in the specified organization

    Project

    The specified project

    Wave

    The specified wave

    Batch

    The specified batch

    Roles

    • Project Manager

    • Project Architect

    • Migration Specialist

    • Dashboard Viewer

  7. Click Save.

  8. Click Close.