PECOS Admin » 21. Users » 21.4 Copying a User Profile

21.4 Copying a User Profile

Copying a User Profile

An efficient way to add users with similar configuration is to copy a user profile. A ‘template’ for the next user is created, pre-populated with the following copied profile details:

  • Fax Number
  • Organisation Level
  • User Settings
  • User Roles
  • Delivery Address

Only user profile information specific to that user is then required.

  1. From the  Search list, choose a user whose profile you want to copy. To easily find a user, enter a partial name value in the User name field before clicking search.
  2. After the user profile has loaded, click the Copy Button. This updates the User Information fields with some fields already completed.
    • Some input will be necessary for:
      • User Name
      • User ID
      • eMail Address
      • Telephone
      • Deliver To Name
  3. Enter the required information for the new user and change any other copied fields as necessary.
  4. Click Add User.

Note that only User Information is copied. User Assignments (Buy-for, PCards, Groups and Roles and Dynamic Options) are not copied.


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