Open navigation

Copy user roles from individual users

Modified on Fri, 25 Nov, 2022 at 11:59 AM

Take the profile of one individual user, who is, for example, an approver of journals in company A and B and copy those exact rights to another user. This second user would then also be an approver of journals in company A and B.

To copy user roles from one user to other users, follow the steps below:

1. On the Users tab, select a user or user group.

2. Click the user account in the left panel. The user account opens for editing. If the list is long, you can enter a search phrase in the Search field.

3. Click Copy Roles To/From Another User.

Complete the Copy User Roles dialog box that appears:

  • From user: Select the source user.
  • To users: Select the target user. You can select more than one user.
  • To all users: Select Yes, if you want to copy roles to all users.
  • Overwrite existing roles: Select Yes, if you want to overwrite existing roles.
  • System: Select one or more systems. The drop-down list contains all available systems. By default, the system that is active in the user roles view is selected. 

  • Companies: Select one or more companies. The drop-down list contains all companies available in the system.  By default, all companies are selected.
  • Document template: Select one or more templates. The drop-down list contains all templates available for the selected companies. By default, all templates are selected.

  •   Click Copy. 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article