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Copy User privileges

  • January 23, 2023
  • 7 replies
  • 194 views

KamuranCanakli
Sidekick (Customer)
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Hello,

I create new a user and I want to copy privileges from another user. Is there a method for this process ?Do you have any other suggestions ?

 

Best answer by Link

Yes, the permission sets will also be copied? You can do some tests on your test enviornment.

7 replies

Link
Superhero (Customer)
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  • Superhero (Customer)
  • January 23, 2023

Hi @KamuranCanakli 

what do you mean with privileges do you have some examples?


Forum|alt.badge.img+7
  • Sidekick (Customer)
  • January 23, 2023

hi @KamuranCanakli 

 

after searching for the user you will referance, you can copy it as follows

 


Link
Superhero (Customer)
Forum|alt.badge.img+23
  • Superhero (Customer)
  • January 23, 2023

Hi all,

it is true. You cant copy the settings (site, company, permission sets etc.). 

But you can copy the user profile.


KamuranCanakli
Sidekick (Customer)
Forum|alt.badge.img+5
  • Author
  • Sidekick (Customer)
  • January 23, 2023

I want to add a new user and copy all privileges from the old user (form access, read, write, delete, … )


Link
Superhero (Customer)
Forum|alt.badge.img+23
  • Superhero (Customer)
  • January 23, 2023

Hi @KamuranCanakli 

then you need to duplicate the user. If you have already created the user it isn’t possible to copy the settings.


KamuranCanakli
Sidekick (Customer)
Forum|alt.badge.img+5
  • Author
  • Sidekick (Customer)
  • January 23, 2023

Will all permission sets be copied too ?


Link
Superhero (Customer)
Forum|alt.badge.img+23
  • Superhero (Customer)
  • Answer
  • January 23, 2023

Yes, the permission sets will also be copied? You can do some tests on your test enviornment.