Copy User Settings Dialog Box

Overview

Use this dialog box to copy user settings from one user to other users. The copied settings include global and project security profiles, module access, OBS access, resource access and User Interface View access.

Screen Elements

Copy settings from field

The user whose settings you want to copy.

Select setting types to copy field

Enables you to select the settings to copy.

Module Access: Select this option to copy the list of modules to which the user has access on the Module Access tab of the Users page.

Resource Access: Select this option to copy the list of resources to which the user has access on the Resource Access tab of the Users page.

User Interface Views: Select this option to copy the list of User Interface Views to which the user has access in the User Interface Views column of the Users page.

Global Security Profile: Select this option to copy the Global Security Profile assignment for the user.

Project Access: Select this option to copy the list of Responsible Manager and Project Security Profile pairings to which the user has access on the Project Access tab of the Users page.

P6 User Preferences: Select this option to copy all the settings of the My Preferences page in P6 and the User Preferences dialog box in P6 Professional.

Note: Most of the preferences settings are common to both P6 and P6 Professional, however there are a few settings for each application that are not common. Settings specific to one application or the other are not copied when you copy user preferences.

Select the users you want to update 

Searches the view for data matching the criteria entered into the box. The list of users is automatically filtered as you type.

Select All / Deselect All option

Indicates whether no items, some items, or all items in the list are selected.

Selected / Unselected option

Enables you to select or clear the selection of an item in a list.

Login Name field

The login name for the user.

Personal Name field

The personal name for the user. This name might be a nickname, full name, reference to a role or department, or include any information recognized by your organization to identify the user.

Email field

The Email address for the user.

Phone field

The telephone number for the user.

Global Security Profile field

Determines the user's access to application-wide information. The global security profile provides read-only access to all global data except cost and resource data. Privileges can be added to global security profiles to allow users to add, edit, and delete global data, and view global cost data.

Module Access field

The modules assigned to the user.

Project Access field

The OBS level that determines the projects a user is allowed to access.

Resource Access field

The resource access for the user.

The resource may have access to all resources, up to five selected resources, or no resources. This field is blank if the user does not have access to a resource.

User Interface View field

The list of user interface views to which the user has access.

Download link

Enables you to download the currently displayed data as a Microsoft Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all columns are downloaded.

Restrict users from editing preferences option

Select to prevent users to whom the User Settings are copied from changing their user preferences.

Getting Here

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.

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