Administrators with appropriate rights can copy users for the regions and resources they administer. Copying a user's account does not change that person’s account, but rather copies the resource rights, roles, advanced rights, notification preferences, form security, event template security, views, and multi-region event rights to create one or more new accounts.
To copy a user account, you must specify the username, name, and login email for each new user. For more information about users and components of user accounts, go to the article About Users.
To copy a user
Point to Setup and in the menu, click Users. The Users List opens.
As necessary, use the filters and/or search to locate the user you want to copy.
On the user's row, click Copy. The Copy User page opens.
Enter this information.
Field | Description |
|---|
| Username | Unique identification. |
Full Name | First and last name of the user as it will appear in the solution. For example, Alex Smith. |
First Name, Middle Name, Last Name | First, middle, and last name of the user. |
Organization | Organization the user belongs to. |
Login E-Mail | Email address used is required to log in and access a shared account, offering personal control over the password and password reset options on a shared account. After creating a login email, you need to use this instead of your username to log in to EMResourceto the solution and necessary for resetting the password. |
- If you want to create more than one user with the same roles and rights, click Add new row. A new row appears in the table.
- Enter the Username, Full Name, First Name, Last Name, and Login Email for each new user.
- Click Begin copy.... Copying accounts may take time, so feel free to navigate around and work in your solution as usual.
- To check the status of user copying, click Jobs. The Jobs Menu opens and lists the status of recent copying tasks.
