Resolve - Create New User from Copy User

Resolve - Create New User from Copy User

Overview

This article will show you how to create a new User from a Copy Button on an existing user. 

 

Instructions

1. Click User Menu > Site Settings
   
2. Click Users under Users and Security
   
3. Select an existing User that has similar right you want the new user to have and click Edit
4. Click Copy User
   
   
5. Fill in the fields
   • User Details
     
     
     • Login: Enter your username
     • First Name: User's first name
     • Last Name: User's last name
     • Email: User's primary email
     • Phone Number: User's primary phone number
     • Title: User's job position/title

The rest of the setting will be copied from the user you copied from. 

1. • • Department: User's department
     • Default Security Profile: Choose a security profile for the user
     • Enabled: Select to choose their account as active and viewable
     • Hide From Staff List: Choose to hide this user from the staff list
     • Hide from Approvers List: Choose to hide this user from the approver list
     • Can Access BoardView: Select their access to Boardview
     • Can Access Boards & Committees: Select their access to boards and committees
     • Which event templates I can create events: Select which event templates the user can utilise
     • What Agendas & Departments User Can See
       • 
       • Available Agenda Types: Select agenda types user can view
       • Available Agenda Items By Dept: Select agenda items a user can view
       • What Areas User Can Access: Choose from the following items to select additional access permissions
         
         
         • Analytics: Select access to the Analytics area
         • Citizens: Select access to Citizens area
         • Events: Select access to the Events area
         • Event Templates: Select access to Event Templates area
         • Home: Select access to the Home area
         • Security: Select access to Security area
         • Setup: Select access to Setup area
         • Agendas: Select access to Agendas area
         • Minutes: Select access to Minutes area
         • Search: Select access to the Search area
         • Image Library: Select access to Image Library area

1. Click Save