User setup - copy from existing user

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  • Updated 3 months ago
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I would like to be able to copy the setup from an existing user instead of having to re-enter everything multiple times.
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Markquart, Sheri

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Posted 3 years ago

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Aashnee Kamboj, Community Moderator

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Hi Sheri,

Thank you for using the Replicon Community!

Yes it is possible to copy users in the Gen 2 version of Replicon. Please find the steps below:

- Go to Administration and click on Users
- Click on Quick Add
- Add basic Information for the new user and in the based on field add the name of the user you want to base the new user profile on

You will also see a View User Detail icon available next to the based on column. Once you choose a name in the based on column you will be able to view all the field settings that are being copied by clicking on the view user detail.

Thanks,
Aashnee Kamboj
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G, ADMIN

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Is it possible to copy users in the Gen 3 version of Replicon?
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Aashnee Kamboj, Community Moderator

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Hi,

You have to use our Replicon Import Addin tool to do that
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Urciuoli, Brittni

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My organization need to have the copy users. The Replicon Import Addin tool is not easy to use and we cannot install it any time we want. If we have the quick add based on, just like gen 2, we can just copy the profile in the same department and this will save a lot work.
We need to get approval to install the Excel Addin and it is not easy to use. We require training, all will take 2 hours.
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Aashnee Kamboj, Community Moderator

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Thanks for the feedback Brittni, we will have this discussed internally and update you accordingly.
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Avinash Iyer, Official Rep

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Brittni,

We are working on building a Data Import feature within the product. You can create CSV files and import them using this feature, and there is no additional tool to install to be able to use this.
While this may not exactly meet the need that is being described here, it is something you can use to create users based on a template.

I will let you know when the feature will be available.

Regards,
Avinash
Product Manager