Create a User

You assign a license to a contact to create a user account for the contact. A user account is required to access PIM.

To create a user:

1. On the header bar, click Admin.
2. In the Search Admin Zones field at the top, enter Users and Licenses.
3. Click the Users and Licenses link that displays.
4. In the Contact field, enter the name of the contact.
   As you type, a list of matching contacts displays, and you can click a contact to select them.
5. Click .
   Note: If this icon is not enabled, it means that the contact is already a licensed user.
6. In the Email field, modify the user's email address, if required.
   This is the email address that system notifications are sent to, such as account creation and password reset emails. The email address field automatically populates with the contact's email address. You can enter a different email address, if required.
7. Do one of the following:
   • For an internal contact, enter the user's domain account login details in the Windows Username field.
     Note: You must use the following format: Domain\Username.
   • For an external contact, enter a username in the PIM Username field.
8. Under Licenses, select one or more license types to assign to the user.

   Account Type	Description
   Full User	Select this license type to grant an internal user with access to PIM.
   Partner User	Select this license type to grant an external partner with access to PIM.
   Mobile User	Select this license type to grant the user with access to the PIM PIM Mobile Working app.
   Teamwork User	Select this license type to grant an external contact with access to PIM. External contacts can only access projects and enquiries they are invited to collaborate on. This license type is only granted after the contact has accepted their first invitation.

9. Select one or more roles to assign to the user.
   Roles provide access to areas and features within the system. You can assign roles to users at any time. For information, see Assign a Role to a User.
10. Click OK.
    If the account is a partner user account, the contact receives an activation email with their username and a temporary password. Partners are required to change their password after they activate their account.