Page 67 - Administering the System Participant Guide (SDL)

LESSON 15: CREATING PEOPLE

Learning Objectives

Create a Person profile and Project assignment to enable a new user to use the system
• Complete the Person profile for a new user
• Create a Project assignment to enable use of system functionality

Introduction
Unanet Administrators can manage user accounts via the People maintenance screens.
These include the People Profile and additional menu options (along the left side of the
People screen). These screens are comprised of several sub-screens that allow for the
management of user attributes.

People in Unanet
When a new employee or a subcontractor is hired, the Administrator will set up a
Person Profile with information such as name, username, hire date, supervisor, roles,
rates, and roles/permissions. This information is used for time and expense reporting,
project management, resource planning, costing and more.

System Administrators, HR Administrators, and P&R Administrators are the
only users permitted to add new People to the system.

Creating People
For users to access the system and perform actions like entering time and expenses,
they need to have an active, completed Person profile, Organizational Access to one or
more Organizations, and at least one active Project assignment. The selections made in
each of these areas dictates which actions a user can perform and the data they can
view.

Lesson 15: Creating People ©2021 Unanet. All rights reserved.
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