Copying a User’s Role

Need to Create a New User Similar to the Last?

When setting up a new project it is very likely that you will have a number of users who need the same access and privileges. Copying a user’s role you have set up for one user to use as a template is the easiest way to do this.

  • Create the first user and set up all their privileges. Save this user.
  • Choose ‘Save Role…” to create a template from this current user
  • Use ‘New…‘ to create a new user and give them a unique name.
  • Use ‘Select Role… ‘ to choose the role saved in the previous steps, choose how much of the template you want to apply.
Saving and applying a copy of a user role
Copy a User Role

Read the help for further information on setting up users, and roles.