Copying user accounts with the utility

This topic describes copying valid portal user accounts from the Primary Site to all other sites in the portal site group. Accounts can be copied to help with user account setup or to fix a problem account in a site other than the Primary Site.

To copy portal user accounts, the same records must exist in the back office as described in User account requirements.

For all portals, the user name, user email, and user group records must exist on the Users form in the Primary Site.

These rules apply:

• Customer Portal: A customer ID must represent the same customer across all sites in the Customer Portal site group.
• Reseller Portal:
  • A customer can be associated with only one reseller across all sites in the Customer Portal site group.
  • A customer is either associated or not associated with a reseller. This must be true across all sites and ship-to records.
  • A reseller customer must use the same reseller salesperson ID across sites.
  • Salesperson IDs used for reseller association must reference the same vendor ID across sites.
• Vendor Portal: A vendor ID must represent the same vendor across all sites in the Vendor Portal site group.

To copy accounts, first run the analyze process to make sure you have current records. Then perform one of these tasks:

• To copy all user accounts that have been set up in the Primary Site, click Copy all accounts from Primary Site to all sites. This process can take some time if there are many accounts to copy.
• To copy a single user account, find the account in the list and click Copy account from Primary Site to all sites for that account.

If errors occur after copying an account, you must verify the original account and set up the new account manually.