Copying user assignments

Copying a user assignment can be done by adding a new user or modifying a new user.

  1. Go to User Management > Add New for new users or select Modify for existing users.
  2. For new users, click Add New User.

    The Add New User menu is displayed.

    1. Specify all the information needed for the User Information fields and User Assignments lists.
    2. Click Copy User Assignments.
    3. Specify the search criteria on the blank fields and select the User Group, Company, and User Association from their respective lists.
    4. Click OK.
  3. For existing users, click Modify.

    The Search User to Modify menu is displayed.

    1. Specify all the information needed for the User Information fields and User Assignments lists.
    2. Click Search.

      The Search Results page is displayed.

    3. Select the user from the list and click Modify.

      The Modify User page is displayed.

    4. Specify all the information needed for the User Information fields and User Assignments lists.
    5. Click Copy User Assignments.
    6. Specify the search criteria on the blank fields and select the User Group, Company, and User Association from their respective lists
    7. Click OK.

For more information on how to import local users in bulk, see the S3 Mobile Solutions Upload Wizard User Guide.