10.3 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.


    Role-based permissions apply to...


    All organizations on the PTM Server.


    All projects in the specified organization


    The specified project


    The specified wave


    The specified batch


    • Project Manager

    • Project Architect

    • Migration Specialist

    • Dashboard Viewer

  7. Click Save.

  8. Click Close.