Copying a Profile for Multiple Users

To copy a profile for multiple users:

  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 to be updated.
  3. Select one or more records. To select more than one record, hold [Ctrl] or [Shift], and highlight the records.
    Note: If you do not select any records, you are prompted to confirm whether all records in the group must be used. If you click Yes, all the group records are selected.
  4. In the Common Tasks pane, click the Copy Profile.
  5. In the Copy Profile dialog box, in the Copy Profile From field, select the Existing User or Template option, from which the profile must be copied.
  6. Click search_new and select the required user or template. (You get either the User of Template field based on the selection made in the previous step.)
  7. Select the check box for the tabs that must be copied. The available tabs are:
    • General: General and department settings are copied. The Username, Name, Title, and Email 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.