Update Users with User Preferences Template

You can create multiple user preference templates. The Active template will be used as the default template when creating users. The other templates can be used to update ("push") preference settings to existing users (Company users and Partner users).

The Update Users process runs in the background. Depending on the number of records and projects/shells you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the completion date.

To apply the user preferences template to selected users:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Standards & Libraries > User Preference Templates. The Preference Templates log opens.
  3. Select any template in the log.
  4. Click the Update Users button and choose Users. The User Picker opens. The picker lists Company users and Partner users. Only the Active and On-hold users are displayed.
  5. Select the users to update and click Add. Click OK to close the picker window. You can select one or more partner users along with company users to update their user preferences.
  6. Select preferences to update. Only selected options are updated. Email subscription choices are not selectable; they are determined by the template.
  7. Click OK.
  8. Click Yes to confirm. The user preferences of the selected user(s) will be updated with the template settings.

To apply the user preferences template to all users:

  1. In the Preference Templates log, select a template.
  2. Click the Update Users button and choose All Users. This includes Company users and Partner users.

    Users are identified by their unique User ID.

  3. Select preferences to update. Only selected options are updated. Email subscription choices are not selectable; they are determined by the template.
  4. Click OK.
  5. Click Yes to confirm.

Last Published Tuesday, June 4, 2024