Copy an Existing User

Use Copy User to eliminate duplicate data entry when creating new users.

To copy an existing User:

1. On the User Directory page, search for the User you want to copy. For steps to search for a User, see Search for a User
2. Next to the User's name you want to copy, click Edit.

   

The User's Preferences page appears.

3. Click .

   The Select Properties to Copy pop-up will display.

   

   Tip: "Access" copies the Global Access as well as Primary/Alternate Discipline and/or Trade.

4. Select the properties to copy.

5. Click . The new User's profile will display.

6. Populate any additional User's information, as required:
   1. General
   2. Contact Information
   3. Discipline and Trade
   4. Preferences
   5. Log In & Password
   6. Access
   7. Extra Addresses
   8. Signature
   9. E-mail Subscriptions
7. Click and remain on the User Edit page.