Copying User Preferences
P6 Setup Tasks > Users and Security in P6 EPPM > Configuring Users in P6 EPPM > Configuring User Access
You can copy the preferences of one user to multiple users at the same time. If you frequently need to create users with similar preferences, consider creating a user account to act as a template then copying that user's preferences to new user accounts to streamline the process of creating users.
The settings which are copied include global and project security profiles, module access, OBS access, resource access and User Interface View access. You must be logged in as an admin superuser to update users.
To copy user settings:
- Click Administration.
- On the Administration navigation bar, click User Administration.
- On the User Administration page, click Users.
- Click the Actions menu and select Copy User Settings.
- In the Copy User Settings Dialog Box:
- In the Copy settings from field, select a user whose settings you want to copy to other users.
- On the Select settings types to copy list, select one or more options.
- In the grid, select all the users you want to update.
- Select Apply.
- On the User Administration page, select Save.
Tips
- You can search the user list by any visible column.
- If you use the Select All option, all users are selected even if the user list is filtered to a set of users matching search criteria you entered.
- The personal user interface view is not copied to the updated users.
Related Topics
Assigning Associated Resources
Assigning Global Security Profiles
What Does the Contributor Module Access Enable a User to Access?
Assigning Application Access to P6 EPPM for Cloud
Assigning OBS Elements to Users
Assigning User Interface Views
Last Published Tuesday, March 26, 2024