Copying users

If you are creating a user record and want to use settings that are similar to those in an existing record, you can copy the existing one.

Before you begin

When you copy a user record, the user settings, the purchasing general ledger accounts, and the group membership information is copied. You can change the values on the new user record.

About this task

By default, when you use an application server for authentication, the directory manages user creation. You can set properties to let user creation be performed directly in the system. The settings of these properties result in certain features being enabled or disabled in the system.

Procedure

  1. In the Users application, open the user record that you want to copy.
  2. Select the Duplicate User action.
  3. Optional: In the User field, type a unique user ID. If you use autonumbering, the User field is already populated.
  4. Move the cursor to the Type field.
    1. Optional: If no matching person ID is found, select one of the following options to create a person ID:
    • To create a person record based on the information in the Personal section of the user record that you are copying, click Yes in the System Message window.
    • To select an existing person record, click No and select the person record in the Person field.
    • To create a person record, click No, and in the Person field, select Detail Menu and then select Go to People.
  5. Specify a type and person.
  6. Define a password.
  7. Optional: Enter additional information about the user in the Personal section, User Setting section, and Purchasing section.
  8. Save your changes.


Feedback