Summary

The Transfer User Permissions utility is used to help agencies handle email address changes for employees. This tool allows the system administrator to transfer an existing user, along with that user’s security settings and preferences, into a new user with an updated email address.

Step by Step

• Before beginning the transfer process, create a new user (SS> Security> User) with the new user email address that the old user's security and preference settings will be transferred to.
• Open the Transfer User Permissions window (SS> Security> Transfer User Permissions).
• The From User field is used to specify the email address of the user who will be transferred to a new user record.
• The To User field is used to enter the new email address for the new user who will replace the From User. This new user should be created before the transfer process begins.
• Check the Copy Security toggle to copy all of the security settings, such as menu and database security, from the From User to the To User.
• Check the Copy Preferences toggle to copy the user preferences from the From User to the To User.
  • When this toggle is checked, the transfer tool will copy the application preferences set up in the User Preferences window accessed from the User Avatar drop-down at the right of the main application menu.
  • The transfer tool will also copy user selections for application elements such as data grid configurations and batch selections.
• Click the Confirm icon   when you are ready to execute the transfer.
• NOTE: While the Transfer User Permissions will significantly reduce the setup process when transferring a user to a new email address, there are a few optional settings that must be configured outside of the Transfer tool for the new user:
  • Employee Number (SS> Security> User> Employee Number field)
  • Work Flow Admin (SS> Security> User> Work Flow Admin toggle)
  • Role (SS> Security> Role)
  • User Schedule (SS> Utilities> User Schedule)
  • CR Operator (CR> Maintenance> Operator)
  • Tableau User (SS> Web Maintenance> Tableau Users)
    • Your agency's Tableau administrator will need to set the new user up with the same Group Permissions in order to ensure the same level of access.