Copy a User Type Configuration

Use Copy from User Type in the Add New User Type page to clone an existing user type’s configuration, including permissions, access settings, and other options configurable on the User Types page. This option is available in both Oracle Field Service and Oracle Fusion Field Service. It does not copy or share Screens/contexts configuration.

When you want to create a user type that is similar to an existing user type, you can use the Copy from User Type option.

1. Click Configuration > User Types. The User Types page appears.
2. Click Add User Type. The Add User Type page appears.
3. Select an existing user type, which you want to be based on another user type.
4. Click Copy from User Types to clone user-type-level settings (for example, Access, Activity Management, Resource Management, Permissions). Adjust as needed; different user types can have different permissions.
5. Optionally, you can click Share screen configuration to share the screen configuration of the newly created user types with an existing user types.
   Note: The Share screen configuration option only applies to Oracle Field Service environments. You can verify whether you've Oracle Field Service or Oracle Fusion Field Service, by signing in and checking on the About page. To copy or share Screens (contexts) configuration, see Copy or Share Screen Configuration from an Existing User Types.
6. Click Save.