Wiki source code of 21.4 Copying a User Profile
Last modified by Admin User on 2023/06/30 10:27
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1.1 | 1 | == Copying a User Profile == |
| 2 | **An efficient way to add users **with similar configuration is to copy a user profile. A ‘template’ for the next user is created, pre-populated with the following copied profile details: | ||
| 3 | * Organisation Level | ||
| 4 | * User Settings | ||
| 5 | * User Roles | ||
| 6 | * Delivery Address | ||
| 7 | |||
| 8 | Only user profile information specific to that user is then required. | ||
| 9 | 1. From the** Search** list, choose a user whose profile you want to copy. To easily find a user, enter a partial name value in the User name field before clicking search. | ||
| 10 | 1. After the user profile has loaded, click the **Copy Button**. This updates the User Information fields with some fields already completed. | ||
| 11 | 1*. Some input will be necessary for: | ||
| 12 | 1**. User Name | ||
| 13 | 1**. User ID | ||
| 14 | 1**. eMail Address | ||
| 15 | 1**. Telephone | ||
| 16 | 1**. Deliver To Name | ||
| 17 | 1. Enter the required information for the new user and change any other copied fields as necessary. | ||
| 18 | 1. Click **Add User.** | ||
| 19 | A confirmation message will display to confirm that the user is added successfully. | ||
| 20 | |||
| 21 | Note that only **User Information** is copied. User Assignments (Buy-for, PCards, Groups and Roles and Dynamic Options) **are not** copied. |