Cloning an Existing User and their Permissions
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Overview
To enhance administrative efficiency and streamline the onboarding process for new users, we have introduced the ability to clone existing users along with all or part of their permissions within the platform. This new feature allows administrators to quickly replicate user settings, ensuring that new team members or departmental shifts can be managed without the need for manual configuration of access rights.
Key Enhancements
1. Clone User Function
Administrators can now select an existing user and clone their profile permissions.
This includes all permissions related to the platform, such as access to projects, phases, assets, asset groups, and questionnaires.
Cloning ensures that new users have consistent access to the necessary resources without repetitive manual configuration.
2. Simplified User Setup
The platform will guide the administrator through the process of setting up the new user.
Administrators will be prompted to specify the details for the new user while ensuring that all cloned permissions are correctly applied.
This approach guarantees a seamless transition for new users and accurate permission settings across the platform.
3. Enhancing Administrative Efficiency
This feature reduces the administrative burden and minimizes the potential for errors associated with manually setting complex permission structures.
By enabling user cloning, administrators can maintain consistent access controls, ensuring that new team members are quickly deployed with the required permissions.
This not only improves efficiency but also enhances the overall security posture by ensuring that access controls are correctly applied.
Benefits of User Cloning
Speed: Accelerates the onboarding process for new users by eliminating manual setup.
Consistency: Ensures that permission structures are applied consistently across new users, reducing the risk of human error.
Scalability: Supports organizational growth by simplifying the user management process.
How to Use the Clone User Function
Navigate to the Users page from the sidebar menu within the platform.
Select the … action menu next to the user you wish to clone.
Choose the "Clone User" option.
Enter the details for the new user and confirm the permissions to be cloned.
Review and save the new user's settings by clicking Clone User.
The new user will next receive their platform invite email and then should follow the onboarding process found Here.
Conclusion
The Ability to Clone Users and Their Permissions feature is designed to improve the efficiency of user management within the platform. It provides a quick and reliable method for administrators to replicate user settings, ensuring that access controls are maintained consistently and new team members can be deployed rapidly with the appropriate permissions.