01
Identify the first operational users
Administration
Select the Project Managers and Portfolio Managers who will begin using 1PM.
Organization Owner
QUICK GUIDE 04
Create Project Managers and Portfolio Managers
Add the operational users after the governance model and resource foundation are ready.
02
Create the user accounts
Administration / Create new user
Enter the required identity and organization information.
03
Assign the appropriate roles
Administration / Create new user
Give each user the role that matches their actual management responsibility.
04
Activate access
Administration
Complete the account setup required for sign-in.
05
Explain the next onboarding step
Administration
Tell each user which first project or portfolio will be assigned to them.