Create Users by Copying

Administrators with the appropriate rights can create new users for the regions and resources they administer by copying the account settings from an existing user. When you copy a user's settings, you can create one or more new users with the same account settings as the original user. Specifically, this process copies the resource rights, roles, advanced rights, notification preferences, form security, event template security, views, and multi-region event rights. The original user's account is unaffected by this process.

To create new users, you must specify the username, name, and login email for each account. You can enter this info directly into EMResource or into a spreadsheet template. The template is a better choice if you want to copy settings from multiple existing users, or if you want to enter a user's organization, contact email, and contact phone.

For more information about users and components of user accounts, see Users.

To create users by copying in EMResource

  1. In the main menu, click Setup, then click Users. The Users List opens.

  2. Locate a user whose settings you want to copy and, on that row, click their Full Name. The user’s profile opens.

  3. Above the User Profile section, click Copy. The Copy User page opens.

  4. Enter this information.

    User profile fields and descriptions

    Field

    Description

    Username

    A unique identifier

    Full Name

    The person's full name as you want it to appear in the solution. For example, Alex Smith.

    First Name and Last Name (Optional)

    The person's first name and last name.

    Login Email

    The email address the person will use to log in to the solution.

  5. If you want to copy this user's settings to create another new account, click Add new row. Enter this information again for the new account. Repeat as needed.

  6. Click Begin copy.... You may continue to work in EMResource while the new accounts are being created.

To create users by copying in a spreadsheet

  1. In the main menu, click Setup, then click Users. The Users List opens.

  2. Click Bulk Copy.

  3. Click Download Copy User Template. This downloads a spreadsheet template according to your browser settings.

  4. Using spreadsheet software such as Excel®, open the CopyUserTemplate.xlsx spreadsheet.

  5. In the spreadsheet, enter the required information for new accounts. Each filled-in row will generate a new account.

    Columns with red header text are required fields.

    In the Copy from User (username) column, add an existing user's username to define which account settings to copy.

  6. After adding the information, save your changes.

  7. In EMResource, on the Users page, click Choose File. Select and upload the spreadsheet.

  8. If there are any errors, you will see an error message and a list of rows with issues. You can view details about the errors in the Messages column by clicking Click for details.... Correct the errors in the spreadsheet, save it, and reupload it.

To check the status of new account creation, click Setup in the main menu, then click Jobs. The Jobs Menu opens and lists the status of recent tasks.

If you need to make changes to new user accounts, see Edit a User.