Copying a User

You can copy an existing user to create a new user. All fields are copied, except the First Name, Last Name, and Email Address fields.

Note

You must have Create User permissions to copy a user. Refer to Adding and Maintaining Users and Access Rights for more information.

On-premise clients using MRI Identity Provider as their identity provider (IdP) can copy users through Security Console. Clients using an external IdP must create users in their IdP.

 

To copy an existing user, follow these steps:

1.         Go to Users.

2.         If you have super administrator rights for an on-premise client, enter the appropriate Client ID in the Client ID Override field in the user profile .

Note

The user list is filtered depending on your Client ID from your login.

 

3.         Select the user you want to copy.

4.         Click More Actions, and then select Copy User.

5.         In the Copy User dialog box, complete the following fields:

        Username—Enter a unique user logon name limited to 20 characters.

        Email—Enter a valid email address for the user.

        First Name—Enter the user's first name limited to 50 characters.

        Last Name—Enter the user's last name limited to 50 characters.

        Access Type—Select one of the following:

        Windows—This user can only access MRI for Windows.

        Web—This user can only access MRI for the Web.

        Both—This user can access both MRI for Windows and MRI for the Web.

Note

This field is only visible for standard users for SaaS clients (not web services users).

 

        User Type—Select one of the following user types to indicate the type of user for auditing purposes, such as a client, a consultant, or an MRI Software user:

        Windows—This user can only access MRI for Windows.

        APPS—Application Support

        CES—Client Experience Specialist

        CLI—Client

        GPS—Professional Services

        SAAS—SaaS

        SALES—Sales

        SVC—Service Account

        TECH—Technical Support

        TDEV—Talent Development

        TPC—Third Party Consultant

Note

This field only applies to standard users for SaaS clients (not web services users). It is visible if you are logged on as SYSADM or if your user has super administrator rights. Otherwise, the value is automatically set in the database to CLI.

 

        AD Template—Select an Active Directory template for the user.

Note

The AD Template field is only visible for SaaS clients where more than one Active Directory template exists.

 

6.         Click Save.

7.         The temporary password for the user appears. Note this password, and then click Close.

Note

This password is not saved in any other location outside the dialog box. Be sure to copy it or write it down in order to provide it to the user. If you accidentally close the dialog, use the Generate Temporary Password option to create another new password.

 

8.         To modify any of the user information or access rights for the new user, refer to Adding and Maintaining Users and Access Rights.

Related Topics

         Adding and Maintaining Users and Access Rights

         Deleting Users

         About Users and User Types