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What is the difference between an employee and a user?

Employees

Resources are loaded as employees in PPO. Items such as tasks, issues and risks can then be assigned to employees to action. Everyone who is involved in a project (stakeholders) as well as team members who will be working on the project should be loaded as employees on PPO.

Employees can be loaded by clicking on the Employees menu item in PPO and then clicking on the Add Employee icon.

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There is no limit to the number of employees that can be loaded onto an instance.

When someone is loaded as an employee it does not automatically give them access to log into the PPO instance, and it will not allow them to automatically receive e-mail notifications.

Users

In order for an employee to be able to log into the PPO instance to update items, the employee has to be loaded as a user in PPO.

Users are added by clicking on the Administration menu item and then clicking on the Users icon.

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Each user is linked to their own employee record (i.e. an employee record for the user must already exist before the user can be added) and a user group.

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Once the user is added, they will receive a welcome e-mail, containing their username, password as well as a URL link to the instance they have been added to. Only once this has been received will the user be able to access the instance.

The number of users that can be added to an instance is determined by the number of subscriptions available (i.e. if you have 10 subscriptions available, you will only be able to add 10 users).

For more information on how to increase / decrease the number of subscriptions on your instance, access the following knowledge base article.

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