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