Copy An Existing User
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Copy An Existing User

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Article summary

Why Copy Users You can copy an existing (i.e., source) user, along with all associated permissions and roles, to a target user. This is an easy way to give a new user the same permissions as an existing user.
Permissions and Roles That Can Be Copied
  • Dimension security

  • Navigation Role

  • Scenario Access

  • Data Integration Security

  • Analytics Security

  • Approval Role

  • Report Access

  • Excel Add-In security

  • All Consolidation related security permissions

  • User Groups, whereby all user groups the source user belongs to will be copied to the target user

Note:
Copying user permissions and roles overwrites all existing permissions for the target user, so proceed with caution.
How to Copy User Permissions from a Source to Target User
  1. Navigate to Maintenance > Admin > User and Role Management.

  2. Select the user whose permissions you want to use as the source user.

  3. Select Copy Permissions. Note that the user you selected is listed in the Source user field.

  4. Select a target user from the User list left pane, then click the right arrow to add them to the Target users right pane.

  5. Click Save. The source users permissions and roles are copied to the target user.


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