Copying Profile Information

You can copy configuration information from an existing user or template to one or more users. Copying profile information from one user to another overwrites existing settings. Tell me more...Closed

When copying Calendar information from one Web user to another, the user you are copying information to may have unexpected restrictions to their own calendar. For example, when User A's calendar is copied from User B, the calendar security User B has in his calendar security record for User A is copied into User A's security. Therefore, User A's access will be limited if User B had any restrictions to User A's calendar. To prevent problems, do not copy calendar information. Define calendar access on the Other Calendars and User's Calendar tabs after copying profile information.

How Do I?

Copy a profile for one userClosed
  1. Open the User Detail view for the user whose profile you want to copy information to.
  2. In the Common Tasks pane, click Copy Profile.
  3. In the Copy Profile dialog box, select if you want to copy the profile from an Existing User or Template.
  4. Select the User or Template from which you want to copy the profile.
  5. Select the tabs you want to copy.
    • General - General and department settings are copied. The Username, Name, Title, and E-Mail fields do not apply when copying information.
    • Employee - The Fax, Mobile, Pager, Direct, PIN#, Accounting, and all Personal fields do not apply when copying information.
    • Security - All security settings are copied.
    • Teams - All teams settings are copied.
    • Calendar - All calendar settings are copied.
    • Client Options (Client System) - The default account owner and base template settings are copied.
    • Service/Support - All service and support settings are copied.
  6. In the Target User section verify this is the user whose profile you want to overwrite.
  7. Click OK.
  8. Click OK to confirm.
Copy a profile for multiple usersClosed
  1. On the Navigation Bar, click Administration, and then click Users to open the Users List view.
  2. View the group or lookup results that contain the records you want to update.
  3. Select one or more records. To select more than one record, hold down [Ctrl] or [Shift], and highlight the records.

    If you do not select any records, you will be asked if all records in the group should be used. If you click Yes, all group records will be selected.

  4. In the Common Tasks pane, click Copy Profile.
  5. In the Copy Profile dialog box, select if you want to copy the profile from an Existing User or Template.
  6. Select the User or Template from which you want to copy the profile.
  7. Select the tabs you want to copy.
    • General - General and department settings are copied. The Username, Name, Title, and E-Mail fields do not apply when copying information.
    • Employee - The Fax, Mobile, Pager, Direct, PIN#, Accounting, and all Personal fields do not apply when copying information.
    • Security - All security settings are copied.
    • Teams - All teams settings are copied.
    • Calendar - All calendar settings are copied.
    • Client Options (Client System) - The default account owner and base template settings are copied.
    • Service/Support - All service and support settings are copied.
  8. Click OK.
  9. Click OK to confirm.

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.