1. User setup

Create users

Firstly, you need to create user accounts for your PMs. You can do it in the Server Administrator tool.

Fig. 1 – Go to User management (1), Add a user (2), Fill in the details and set password (3), adapt the package workflow if needed (4)

Create a group on the server and add users

Then you need to create a group on the server that will have limited rights to resources and add the users to this group.

Fig. 2 – Go to Group management (1), add a group (2), give it a name (3), allow starting projects (4) from templates only (5).

Make sure that users do not belong to the default Project Managers group. Open this group and check the list of users.

Set up license access for the group

Still in the Server Administrator, make sure that this group has access to a PM license.

Fig. 3 – Go to CAL licenses (1), select the group (2), select the PM license (3), change expiration date (4), allow multiple copies (5) and click on Grant (6)