Manage platform users.
User list
Button name | Description |
|---|---|
Allows users to be imported as .xslx .xls or .csv files. This function is only used to create users. 🚨 If the maximum number of licenses has been reached, this button will not appear. | |
View the number of platform users by role.
Enter a license key. See |
Filter user list
By default, only active platform users are displayed. To see all users, simply remove the filter. 
That assets on the left of the screen.
Click on 
The user list is displayed. No view is available for this screen.
A number of licenses has been defined for the platform: if this number is exceeded, a banner will appear on this screen. It will no longer be possible to create new users. ➡️ View number of licenses and users 
License management
Rights required :
Consult users in platform administration
or Consulting your user account- Depending on rights, you can view only the user you are logged in with, or a list of all platform users.
- As superadministrator, a new Technical column will be displayed, listing all technical users.
General actions
Modify en masse (Selection of multiple users) ➡️ batch edit users
Creating a user
This screen is used to create users in the application.
This screen cannot be used to create resources, unless the 
managed resource is checked.
A user will be created when at least the mandatory fields on this form have been filled in and the information saved.
The user will be able to connect to the application using the login and password defined.
Only theInformation tab needs to be filled in when creating a user. Other tabs must be filled in when modifying a user.
General actions
Here are the fields found in this screen:
Name Mail City Profile photo editing window
This pop-up appears when you click on the Profile picture.
We can therefore modify three fields concerning the profile photo:
User modification
This screen lets you modify information, attachments, roles, settings and subscriptions for a user.
Before reaching this screen, you must have selected a user from the user list.
This screen has five tabs:
General actions
Rights required :
Button name | Description |
|---|---|
Deletes navigation preferences for the user being edited. All display choices made by the user (unfold, fold, filters, complete/simple in Gantt) will be deleted and "neutral" navigation will be applied. 🚨 Awarning message appears, asking you to confirm this deletion. | |
Opens a pop-up window with the current and new LDAP user IDs for the user being modified.
🚩 Right required : | |
User activity allows you to view all the actions performed by the user in a pop-up window. This activity history is sorted by date, from the most recentaction to the oldest, for the selected user only. | |
Opens a pop-up window for entering the new password and password confirmation. 🚨Attention, these two entries must be identical. Required rights : Change user password or Change user password | |
Deletes a user from the user list. 🚨Awarning message appears, asking you to confirm deletion. After deletion, return to the user list. Required rights: Delete users in platform administration. | |
Displays the list of modifications made on this user, by all users. 💡Actions are sorted from most recent to oldest date. Required right: View userhistory |
Information tab
This screen is used to modify information concerning a particular user.
However, it is possible to modify certain information in bulk for several users.
Here are the fields found in this screen:
NameMail City Profile photo editing window
This pop-up appears when you click on the Profile picture.
We can therefore modify three fields concerning the profile photo:
Roles tab
Role type comparison table
role type | Range | Main application | Award method | Special features |
🧩 General | The whole application | Global rights (admin, data entry, settings, etc.) | From the user file  Users - Roles tab | role often "stronger" than others |
📁 Project | One or more specific projects | Team member, project manager | From a project or from a user Users - Roles tab | Applies only to projects concerned |
🏢 Hierarchical | One hierarchical level + levels below | Access conditional on an organizational perimeter | From the user file Users - Roles tab | Gives rights to objects attached to this level |
- Roles are cumulative: a user can have several roles of different types. Rights are cumulative.
- generalrole priority: if a general role grants more rights than project or hierarchical roles, the latter become indicative.
- Non-attachable objects are fully visible as soon as a right is granted to them, regardless of the role type.
The Super Administrator role is a specific role : it has full rights in the 
Project Monitor. Please note: its role cannot be changed.
- This screen is used to assign and modify roles for a particular user.
- However, it is possible to make mass changes to roles for several users. Users - batch edit users
- You must first create and set up the roles in the card of the same name.
Roles.
Possible actions on general roles
Possible actions on hierarchical roles
Possible actions on project roles
Attachments tab
The category Users in at least one structure to bring up this tab. 
Administration > Field settings > 
Hierarchies > structure selection > Hierarchies sheet > Attachment settings > Set Users as optional or mandatory instead of prohibited (default)
You can filter the list of users to display only those who belong to a structure.
Rights are not adjusted in relation to a structure link. Rights are user-specific.
Settings tab
Button name | Description |
|---|---|
Automatically displays a task calendar url, a milestone calendar url, a phase calendar url and a final URL for an Activity Entry calendar.
You can open this link and add one or more of these calendars to a mailbox/calendar manager.
The URL is not the same each time the button is clicked.
You can choose a project filter and a resource filter for this calendar synchronization.
💡When applying a project and/or resource filter, copy the link and paste it into Outlook WITHOUT saving. In fact, when you select a project or resource filter and save, the filter disappears and is not memorized. You therefore need to apply the filter, copy the URL link and then go to Outlook, click on |
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This screen is used to change parameters relating to a specific user.
These parameters are advanced and specific.
Here are the fields found in this screen:
Subscriptions tab
To add a subscription to a user account, the role the connected account must be able to assign the role of the user to whom thesubscription is to be added. field Roles it can affect
Button name | Description |
|---|---|
Activates a subscription after deactivating it. | |
Allows you to deactivate a subscription without deleting it. It will not restart if you don't click on | |
Allows you to launch thesubscription mail now, even if it's not the designated frequency. | |
Allows you to delete a subscription linked to this user.
Not to be confused with the |
Subscriptions are associated with a user and send information by e-mail at specific times, according to defined criteria (such as project filters). For example, the list of activity entries is sent each month.
You can also choose the frequency of e-mail alerts from 9 options, and activate or deactivate a subscription at any time.
Subscription listThis screen allows you to modify the platform subscriptions that concern a particular user.
It is not possible to modify mass subscriptions for several users defined in the user list, but it is possible to set subscriptions for a particular role and therefore for several users.
batch edit users
By selecting several users in the user list, you can modify certain fields to save time.
General actions
Here are the fields found in this screen: