Update Users with User Preferences Template

You can create multiple user preference templates. As described in Create a User Preferences Template, the Active template is used as the default template when you create a user; however, you can use the Active template and any of the Inactive templates 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 you are updating and the number of projects and shells affected by the user's preferences, it can take a considerable amount of time to complete. The process is finished 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, select Standards & Libraries, and then select User Preference Templates.
  3. In the Preference Template log, select the template that you want to use to process updates.
  4. From the toolbar, click Update Users, and then select Users.
  5. In the User/Group Picker dialog box, use the picker to select the users that you want to update.

    The Users/Groups list displays Active and On-hold Company users and Partner users. You can use the Find option to filter the number of users displayed in the list.

  6. After selecting the applicable users, click Add.

    The selected users are displayed in the Selected Users/Groups section. You can select one or more Partner users along with Company users to update their user preferences.

  7. To close the User/Group Picker dialog box, click OK.
  8. In the Preferences dialog box, select the preferences that you want to update, and then click OK.

    Only the selected options are updated.

  9. When the Confirmation message appears, click Yes to continue.

    The user preferences of the selected user(s) are updated with the template settings.

To apply the user preferences template to all users:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Standards & Libraries, and then select User Preference Templates.
  3. In the Preference Template log, select the template that you want to use to process updates.
  4. From the toolbar, click Update Users, and then select All Users.

    Selecting All Users includes all Active and On-hold Company users and Partner users. Users are identified by their unique User ID.

  5. In the Preferences dialog box, select the preferences that you want to update, and then click OK.

    Only the selected options are updated. You cannot change the detailed Email Subscription choices because they are determined by the template that you are using to process the update.

  6. When the Confirmation message appears, click Yes to continue.

    The user preferences of all Active and On-hold Company users and Partner users are updated with the template settings.


Last Published Friday, June 6, 2025