Copy User to New User

This process assigns all of the groups, privileges, and reports that apply to the existing user to the new user.

To copy an existing user to create a new user:

1. From the Setup menu, selectSecurity Manager. Or, click the Security Manager icon on the Setup toolbar.

2. Click the blue Users tab in the upper left corner of the screen. The list of existing users will display in the left pane of the screen.

3. Click on the existing user ID to copy.

4. On the Security Management toolbar, select Security Management > Copy User.  

5. • Or click theCopy User to New User icon on the application toolbar.

5. Change the name, user ID and password as desired.

6. If the new user requires privileges in addition to the privileges that have been assigned during the copy function, follow the steps in Add User to a Group, Add Privileges to a User, and Add Reports to a User.

7. After all appropriate groups, privileges, and reports have been assigned to the new user ID, continue adding and changing users, or save the completed user.

8. When finished, clickSave.

9. Click the Exit icon in the upper right corner to exit the application.

Related Topics

Create a New User

Delete Users

Change User Password

Add a Group to a User

Add Privileges to a User

Add Reports to a User

Add Divisions to a User

Add Variance Categories to a User

Delete a Group from a User

Delete Privileges from a User

Delete Reports from a User