Copy User

Copy any existing user settings along with other details and create a new user with those permissions. Partner Alias information will not be transferred to the new user.

User Maintenance Copy Group

Click the Copy Group Icon.

Copy User Settings appears.

Copy User Settings

Select the settings to be transferred to the new group.

  • Permissions: Copies all current user permissions to the new user.

  • Groups: Copies all current group memberships to the new user.

Control Buttons:

  • OK: Click to add the new user.
  • Cancel: Click to close the User Settings window.

A new user template displays.

New User from Copy UserIcon

Tabs:

  • Details: Add Domain, Default Senders Email, New Password for the new user. (Permissions)
  • Groups: Add, edit or delete Groups memberships. (Group Members Tab)
  • Permissions: Add, edit or delete User Permissions. (Workflows)
  • Effective Permission Summary: View user Permission Summary.
  • eSign Client: View user eSign client settings.

User ID: User ID (Required)

Name: User name (Required)

User Delete Icon: Click to delete the current user only. You will be prompted for confirmation.

Users Action Buttons: Click to select.

  • Save: Save the new user.
  • Cancel: Discard the new user. You will be prompted for confirmation.