Page 69 - Administering the System Participant Guide (SDL)

Create a New Person
Once the Admin Setup tables for People have been configured, a new user can be
created as a Person to access the system and given project assignments to use system
functions. Unanet controls what users can see and do through a combination of role and
access settings. Roles are set in the Roles tab of the Person Profile and define what a
user has the potential to do within Unanet. Organization Access grants permissions for
users in a certain role to specific or All Organizations. User access is managed at two
levels: finite and broad. At the finite level, a user can be given access to specific
projects as a project viewer, while at the broad level, a user can be given access to all
projects under a specific customer. Once a role is granted to a user, then permission
must be specified via a combination of Organization Access and Project Administrators.
This combination of roles and access determines what users can see and do in Unanet.

Demo 15.2 – Create a Person and Enable System Usage
Log in as the Administrator, Ralph Durbin (rdurbin/welcome).

Demo Highlights

• Part 1: Complete the Person profile for a new user
• Part 2: Assign user roles and Organization Access for a new user
• Part 3: Configure additional Person-related options in the submenus
• Part 4: Associate a new user with an Accrual Plan
• Part 5: Create a Project Assignment to enable the new user to perform actions in
the system

Admins
ORG • None: Assigned data access only
Financial Users ACCESS • All: All data for all Orgs*
Roles • Selected: All data for specific Orgs

ROLES

• Organizational Administrators
PROJECT Access: Access to Project data
Budget Project without a specific Project assignment
ACCESS • User Access: Allows users to plan
Roles Roles
and assign themselves to a Project
Rate
Managers

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