Replace permissions

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Revision as of 10:24, 15 February 2016 by Philip Lacey (talk | contribs) (Using the Replace Permissions Function)
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1 Introduction


The purpose of the Replace Permissions function is to allow a System Champion/Admin to update a user's access and permissions quickly and simply, by overwriting the current permissions with those of another user.


An example scenario for this would be career-pathing. If an employee gets promoted, they may need additional access to forms and functions. Therefore, instead of selecting each new option one by one, you can replace these permissions en masse based on a user already in that role.


2 Using the Replace Permissions Function

Go to System Access Management | User Administration | Edit User - User Details

* Search for and select the user you wish to change the permissions for
* Select the name of the template user (the person who already has all the required access)
* Select the options to replace as required
* Scroll to the bottom of the screen and click 'Update the Permissions'

AF Capture.PNG