Copy Roles from One User to Another

If the user you're creating must have the same set of roles that an existing user has, you can consider copying the required roles instead of manually assigning them.

Adding roles manually to replicate an existing user is a time-taking task. Instead, use the Copy User option in Security Console to create the user with all the roles assigned, at one go.

There are two ways in which you can copy the roles from an existing user to another user:

  • Use the Copy User option in the Actions menu of the selected user on the User Accounts page. You can copy the user category and assigned roles of the selected user. Additionally, you can copy the Enable Administration Access for Sign In-Sign Out Audit REST API setting if the Enable access to Advanced User Management Settings profile option is enabled.

  • Use the Add Role button on the Add User Account page.

If you have more than 20 roles to copy, then the application runs an asynchronous process in the background. You must wait for the asynchronous process to complete before you can edit, delete, copy, or compare roles on the target user. You can view the status of up to 25 recently run asynchronous processes at any time using the User-to-User Role Membership Transfer Status tab on the Administration page.

Note: You can search for an asynchronous process based on the user name or status.

Using the Copy User Option

  1. On the Security Console, click Users.

  2. On the User Accounts page, search for the user from which you want to copy the roles.

  3. From the Action menu of that user, click Copy User. On the Add User Account page, the user category and assigned roles of the selected user appear. The Enable Administration Access for Sign In-Sign Out Audit REST API setting is selected if this setting is enabled for the source user.

  4. Enter the details of the user and click Save and Close.

Using the Add Role Button

  1. On the Security Console, click Users.

  2. On the User Accounts page, click Add User Account.

  3. On the Add User Account page, select a user category and enter the details of the user.

  4. Click Add Role.

  5. Select Users from the Search drop-down list and search for the user from which you want to copy the roles.

  6. Select the user and click Add Role Membership from User. A confirmation message appears.

  7. Click OK and click Done.

  8. Click Save and Close.