System Administration

Create a User Account Based on Another User’s Security Settings

An Administrator can use the Create User From option on the Users page to copy a user’s WebApp permissions and security roles to use as the basis for configuring security settings when creating a new user account.

When copying the settings, an Administrator can update them by changing permissions to access WebApps and WebApp groups or by setting an expiration date for assignment to a WebApp group. Setting an expiration date may be useful when a user must perform another user’s tasks for a limited time. When the expiration date has passed, the user no longer has access to the WebApp group.

Refer to WebApp Groups and Add Users to WebApp Groups for general information.

To create a user and copy the security settings from another user’s account:

  1. Select Admin > Security > Users in the Navigation pane.
  2. Select a user to copy.
  3. Click the Create User From icon.

  4. Click Edit.

    View the field descriptions for the Copy User page

  5. Enter a user name in the User ID field.

    NOTE: The user uses this ID to log in to the Stewardship Tier.

  6. Enter a name in the Name field.

  7. Enter a password in the Password field.

    NOTE: The encrypted password displays as asterisks. To view the password, click the icon in the field.

    NOTE: Password configuration determines valid passwords. Refer to Configure Password Options for more information.

  8. Enter the Windows Username for the user, if using Integrated authentication.
  9. Enter the email address for the user.

  10. Click the Copy Security Roles check box if needed..

    NOTE: It is enabled by default. If the security roles are not to be copied, disable the field.

  11. Click the Permissions icon to update permissions to individual WebApps and WebApp Groups, or to set an expiration date for assignment to a WebApp group, if needed. See the steps below for additional information.
  12. Click Save.
  13. Click the Create icon on the Page toolbar; the new user displays on the Users page.

While creating a user based on another user's security settings, an Administrator can update security settings.

To exclude the user from a WebApp:

  1. Click the Permissions icon on the Copy User page.
  2. Click the Revoke Web App Access button.

To exclude the user from a WebApp group:

  1. Click the Permissions icon on the Copy User page.
  2. Click the Groups icon.

  3. Click Edit.

    View the field descriptions for the Copy WebAppGroupUser page.

  4. Click the Exclude check box to enable it to revoke the user’s permissions to access pages that are assigned to the WebApp group.

To set an expiration date for a user’s access to a WebApp group:

  1. Click the Permissions icon on the Copy User page.
  2. Click the Groups icon.

  3. Click Edit.

    View the field descriptions for the Copy WebAppGroupUser page.

  4. Click in the EXPIRATION DATE field and enter the date when a user should no longer have access to the pages associated with the WebApp group.
  5. Click Save.