How to Copy Permissions from One User to Another?
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How to Copy Permissions from One User to Another?

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Article summary

Permissions and roles that can be copied:

  • Approval Role
  • Consolidation security 
  • Data Integration Security
  • Dimension security
  • Report Access
  • Scenario Access
  • Navigation Role
  • User Groups, whereby all user groups the source user belongs to will be copied to the target user
  • Analytics Security
Note:
Copying user permissions and roles overwrites all existing permissions for the target user, so proceed with caution.

To copy user permission from a source user to a target user(s), follow the steps below:

  1. Navigate to Maintenance > Administration > User & Role Management > User.
  2. Select the user whose permissions you want to use as the source user and click Copy Permissions.
  3. On the Copy User Permissions page, select the target user from the User list and click Right Arrow to add them to the Target users list. You can add multiple users to the target list.
    Note:
    • Click Apply Filter to enable the search filter row.
    • To remove the user from the target list, select the user and click Left Arrow.
  4. Once the target user(s) is added to the list, click Save.
    The source user’s permissions and roles are copied to the target user(s).

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