This article will show you how to quickly create a new user from a copy of an existing user. This function is helpful when you want to create a user with identical or very similar permissions to someone already in the system. For instructions on creating a new user from scratch, view the Create a New User from a Blank Template article.
Important Note
New users copied from existing users will automatically receive the same classification and access as existing users. These settings must be adjusted manually if the new users need different access capabilities. This article will show you how to change a new user's classification, but it will not show you how to modify their access. For instructions on how to change a user's access within the system, see the Edit User Access article.
Instructions
Sign in to your solution if you have not already
Navigate to the User Menu, then select the Settings option:
Click the User and Global Settings tile:
Click the Users tile:
Click the Edit tool (purple pencil icon) to the right of the name of the user with the password that needs to be changed:
Click the Copy User button:
Click the Copy button on the Copy User popup that appears to confirm the copy:
Note:
Copying this user will copy all information for the existing user except for the First Name, Last Name, and Email/User ID fields in the Profile section and the Backup Approvers and Approvers I Backup fields in the Meetings section.
Scroll to the Profile section:
Fill in and edit the Profile section fields as necessary:
Email/User ID (required): Input the new user's email address to serve as a User ID (identifier)
Note:
You must input a valid email address to create a new user. If you enter an email address into the Email Platform, a popup will appear. You will have the option to continue and link the Agenda and Meeting Management Select user to the existing Platform user or to create this user with a different unregistered email address.
First Name (required): Enter the user's first name
Last Name (required): Enter the user's last name
Phone: Enter the user's phone number
Title: Enter the user's job title/position
Department (required): Choose the user's department from the dropdown list
Active: Check this checkbox to mark the account as active
Access to User and Global Site Settings: Check this checkbox to give this user the ability to edit user and system settings
Hide From Staff List: Check this checkbox to hide this user from the staff list
Hide from Approvers List: Check this checkbox to hide this user from the Approvers list
Has Access to Analytics: Check this checkbox to give this user the ability to view analytics
Can Create and Manage Organizational Analytic Views: Check this checkbox to give this user the ability to create and manage views in the Analytics module
User Classification
Admin: Check this checkbox to designate the user as a system administrator
Staff: Check this checkbox to designate the user as a staff member
Board: Check this checkbox to designate the user as a board member
User's "My Signature" image: Click the Upload Image button to open your computer's file explorer and add a signature image for the user, if desired
User's "My Signature" image: Click the Upload Image button to open your computer's file explorer and add an avatar image for the user, if desired
Scroll to the Meetings, Events, and Boards and Committees sections to view or edit the user's access, if desired
Note:
If no changes are made, the new user will have the same access as the copied existing user.
Click the Save Changes button to save and add the new user:
The new user will receive an email prompting them to log into Agenda and Meeting Management Select