When creating a user access profile, an Admin may already have a user that has the exact permissions that they would like to use. Rather than individually selecting each permission, an admin can use the clone function to copy all of the user's permissions to the new employee.
Note: Admins can only clone the access for new employees. If the admin has already created the User Access, they will not be able to use the clone function to set the permissions.
Cloning from a standard user
To clone from a user first find the user they wish to clone. Once an Admin has selected the user account and cloned the current user, all active employees that do not have a user access profile will be selectable in the Clone To dropdown. Select the user from this list and set their username and password.
Once an Admin has selected the user to Clone From and Clone To, they can click Clone. This will take them to the User Access profile record for the user, with all of the cloned users permission prepopulated.
Setting up a template for employee types
Admin can also set up templates so that when new employees are hired, they can clone from general user access.
- To set up the template. create a template employee and set them to active.
- If there is already a user an Admin would like to use as a template they can clone from their user access to set up the initial permissions.
- Uncheck the Active check box in the employee file and the user access file of the template.
Admins will now have a general template that they can use for cloning.