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Question

Copy user authorization

  • September 14, 2020
  • 5 replies
  • 320 views

ADNAN
Sidekick
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Is there a method for us to directly grant all user privileges such as the project team, document class to which a user has been added and all the privileges to a newly opened user?

5 replies

Rusiru Dharmadasa
Superhero (Employee)
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You should be able to open one user in โ€œcreate userโ€ page and save a template for that. 

 

 

 

Next create the new user based on this template. 

 

 

 

Is this what you are looking for? Or something different? 

 


paul harland
Superhero (Employee)
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Also note you can use the duplicate function on the Create User page.

This is as close as you can get to copying the various basic data around a user, without having a complicated script.


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  • Superhero (Customer)
  • 1482 replies
  • September 15, 2020

To pick up things like the person group for docman, and several other items, you will need a full script if you want everything.  We created a custom RMB to allow copying one user like another.  The scope was this:

Scope:
Permission Sets
Sites
Companies
GL Auth Classes
Base Profile Assignment
Personal Profile contents
Buyer
Requisitioner
HR employee
Service employee
To Do folders (initialize)
Document Person Groups
Printer assignments
Report rules
Call Center setup


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  • Sidekick (Customer)
  • 14 replies
  • September 15, 2020

You could use Data Migration to copy Roles and Document Person groups to  a user.


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  • Do Gooder (Customer)
  • 3 replies
  • December 2, 2023
ShawnBerk wrote:

To pick up things like the person group for docman, and several other items, you will need a full script if you want everything.  We created a custom RMB to allow copying one user like another.  The scope was this:

Scope:
Permission Sets
Sites
Companies
GL Auth Classes
Base Profile Assignment
Personal Profile contents
Buyer
Requisitioner
HR employee
Service employee
To Do folders (initialize)
Document Person Groups
Printer assignments
Report rules
Call Center setup

Hi @ShawnBerk, can you please share custom RMB script ๐Ÿ™๐Ÿ™๐Ÿ™

 


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