Copy Permissions FROM one user TO another

 

  • Select the Project Member(s) from your Project Member List that you will be copying Permissions TO

 

You are here: 
Home 
Home \ Project Setup 
BNew User 
New Contact 
Add Project Members 
ERemove 
User Options 
Project Members 
Edit 
Role Change Toggle QR 
Edit Options 
Copy Permissions 
Reports 
Reports 
Mass Mail 
Send Options 
n 
a 
o 
o 
a 
a 
User Full Name 
Accountant, Training 
Architect, Training 
Org Admin, SAdams 
Owner, Training 
PM, Training 
Subcontractor, Training 
Superintendent, Training 
User Email 
sadamsacctnt@gmail.com 
sadamsarchitect@gmail.com 
sadamsorgadm@gmail.com 
sadamsowner@gmail.com 
sadamsprojectmanager@gmail.com 
sadamssubcontractor@gmail.com 
sadamssuper@gmail.com 
Company.Org 
SCPC Training Company 
SCPC Training Company 
StratusVue 
SCPC Training Company 
SCPC Training Company 
SCPC Training Company 
SCPC Training Company 
Phone Number 
(800) 456-7890 
(800) 456-7890 
847-876-1003 
(800) 456-7890 
(800) 456-7890 
(800) 456-7890 
(800) 456-7890 
User Role 
Accountant 
Architect 
Project Admin 
Owner 
Project Admin 
Sub-Contractor 
Superintendent 
Is Active 
Yes 
Yes 
Yes 
Yes 
Yes 
Yes 
Yes 
Quick Reply 
Yes 
Yes 
Yes 
Yes 
Yes 
Yes 
Yes 
Refresh

 

  • Select the Copy Permissions Button in the Top Ribbon of the Project Members Section

 

You are here: 
Home 
Home \ Project Setup 
BNew User 
New Contact 
Add Project Members 
ERemove 
User Options 
Edit 
Role Change Toggle QR 
Edit Options 
Copy Permissions 
Reports 
Reports 
Mass Mail 
Send Options

 

  • You will then get a Pop-Up asking you to select a Project Member to copy Permission and Folder Access FROM:
    1. You will choose the User Template that houses the Project Permission and Folder Access for the Project Members that you are copying permissions to. 
    2. If your User Templates have Customized Org Role - the suggestion is to not select the Copy User Roles checkbox
    3. Remove any current folder permissions will default to be selected. This is an optional function for you to remove any permission/folder access to the Project Member(s) that you are copying permissions TO
    4. Once you have selected the Project Member of your choice, click Ok to save. 

 

Copy FOLDER Access PERMISSIONS 
Select a Pro •ect Member to co folder 
Accountant, Training (Acct) 
opy ser o es 
ermissions from ... 
O Remove any current folder permissions 
Ok 
Cancel

 


Published:11-2019 | Revised:02-2020 v8.5.3