Breadcrumbs

Creating Copies

The data sheets of users, profiles, roles and permissions contain a button Create Copy. This button is displayed as soon as you open a data sheet for editing:

create_a_copy.png

Administrators can use the Create A Copy button if they want to create similar elements. The basic data of the current element is transferred to a new data sheet. The element specific data is ignored and can be added if necessary.

Copying Users

If you copy a user data sheet, only the user specific data is deleted. All other data is transferred to the new data sheet. You can edit the copy as usual. It is helpful to copy a user data sheet, e.g. if you need to create several users from the same department.

Section

Transferred

Deleted

Master Data

  • Company

  • Valid from

  • Valid until

  • User active

  • Create Sandbox

  • Language Selection

  • Last Name

  • First Name

  • E-Mail

  • Login

Profiles

  • Standard Profiles

  • Assigned Profiles

  • Sandbox

Additional Data

  • Organisation

  • Department

  • Phone

  • Mobile

  • Fax

  • Street

  • Zip

  • City

  • Country


User Data Sheet

user_data_sheet_template.png

User Data Sheet Copy

user_data_sheet_copy.png

Copying Profiles

Use the Create Copy function on a profile data sheet if you want to create a profile with similar permissions. This saves you from assigning all necessary permissions individually.

Section

Transferred

Deleted

Master Data

  • Profile active

  • Display Name

  • Name

  • Namespace

Permissions

  • Assigned Permissions


User


  • Assigned Users

Translations

  • Saved Translations


Profile Data Sheet

profile_template.png

Profile Data Sheet Copy

profile_copy.png

Copying Roles

The name of any role has to be unique. Therefore, the name of the role is deleted if you copy a role data sheet. The status of checkbox Role active is transferred.

Section

Transferred

Deleted

Master Data

  • Profile active

  • Description

  • Name

User


  • Assigned Users

Translations

  • Saved Translations


Role Data Sheet

role_template.png

Role Data Sheet Copy

role_copy.png

Copying Permissions

Create a copy of a permission data sheet if the new permission should base on the current one, because the resource is transferred to the new data sheet.

Section

Transferred

Deleted

Master Data

  • Permission active

  • Name

Permission

  • Possible Resource Information


Do not change or create permissions without any knowledge of JSON.

Permission Data Sheet

permission_template.png

Permission Data Sheet Copy

permission_copy.png
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