Duplicate User Group (W5)

This version is superseded. Click here to view the latest guide.

PURPOSE

This document shows the detailed procedure on how to duplicate a user group.

WHY IS THIS IMPORTANT?

This allows duplication of user group and its permissions in a quick manner and saves user time.

PROCEDURE

1. From the User Group screen, click on the short name of the user group to duplicate.

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2. In this example, AU User Group will be duplicated. The Amend User Group menu will be displayed.

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3. Click Duplicate.  The User Group main screen will be displayed. The copied user group will have {1} beside its short name.

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4. Click the tick box beside the N to approve. Click Approve.

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5. A popup appears, click OK.

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6. To amend the short name and change or assign accounting centre groups, click on the Short Name from the User Group screen and the Amend User Group will be displayed.

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7. Change the Short Name and Acct Cntr Group.

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8. Click Save. A popup appears, click OK.

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9. Approve the amendment by clicking the tick box beside the N in App? and clicking Approve.

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FREQUENTLY ASKED QUESTIONS

RELATED INFORMATION

User Groups and Assigning Permission

CHANGE HISTORY

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