Copying a User


You are able to to copy user contact information as well as user properties, privilgeges, privilege option (pertains to receiving email when users are added/edited), and regions in the "User Maintenance" area.

Copying User Information

Use this to copy user information from an active user into a new user.

1.From the "Home" page, click the "Admin" button on the left side of the screen.  
 
2.From the "System Administration" screen select the "User Maintenance" option, which is the second option down.  
 
3. If you would like to see all users, select User, Property, or Region from "List by", leave "Limit to this" and "Match Criteria" blank, then click "Go".
 
4. To display a single User, select User from "List by", select a "User Search by" value, enter the word or words to search for in the "Limit to this" field, select a "Match Criteria" option, and click "Go".
 
5. To display all Users from a specific Property, select Property from "List by", enter the Property to search for in the "Limit to this" field, select a "Match Criteria" option, and click "Go".
 
6. To display all Users from a Region, select Region from "List by", enter the Region to search for in the "Limit to this" field, select a "Match Criteria" option, and click "Go". View the list of active users and select "Copy User" next to the user you wish to modify.  
 
 
7. Enter a new user Last Name and First Name.
 
8. Edit any part of the contact information by deleting the information and re-entering the data.
 
9. Enter a new User Name, Email Address, Password/Password Confirm, PIN/Confirm PIN (if desired), and select Password Expire Term from the dropdown box.
 
10. When finished making the necessary changes, select the "Copy New User" button.
 
* To cancel your copy, select "Return to User List" and you will be returned to the previous screen.  
 
11. A confirmation page will then appear which displays all pertinent information that was entered for the new user. If all information is accurate, select "Add User and Send Email" or select "Back" to make corrections to the information. 
 
. 12. A page will then appear which shows information relating to the email that has been sent.
 
Notes
 
1. "User Search by" applies only when User is selected from "List by".
 
2. "Match Criteria" refers to "Limit to this".
 
3. Other Chain Admin Users will not appear on these displays and other Region Admin Users will not appear to Region Admin Users. To edit your own account, select "My Account" from the Home page.

See Also
Editing User Properties
Editing User Regions