Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create a New User from a Copy of an Existing User

  • Updated:

This article will show you how to quickly create a new user from a copy of an existing user. This function is helpful when you want to create a user with identical or very similar permissions to someone already in the system. For instructions on creating a new user from scratch, view the Create a New User from a Blank Template article.

 

Important Note

New users copied from existing users will automatically receive the same classification and access as existing users. These settings must be adjusted manually if the new users need different access capabilities. This article will show you how to change a new user's classification, but it will not show you how to modify their access. For instructions on how to change a user's access within the system, see the Edit User Access article.

 

 

Instructions

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile.
  4. Click the Users tile
    The Users tile with a person icon.
  5. Click the Edit tool (purple pencil icon) to the right of the name of the user with the password that needs to be changed
    The Edit tool to the right of an example user.
  6. Click the Copy User button
    The green, rectangular Copy User button, which appears below the User's 'My Signature' image section.
  7. Click the Copy button on the Copy User popup that appears to confirm the copy
    The green, rectangular Copy button within the Copy User popup window.
    Note: Copying this user will copy all information for the existing user except for the First Name, Last Name, and Email/User ID fields in the Profile section and the Backup Approvers and Approvers I Backup fields in the Meetings section.
  8. Scroll to the Profile section
    The Profile section on the User Details page.
  9. Fill in and edit the Profile section fields as necessary
    The Profile section information fields.
    • Email/User ID (required): Input the new user's email address to serve as a User ID (identifier)
      Note: You must input a valid email address to create a new user. If you enter an email address into the Email/User ID field that has already been registered to a user on the CivicPlus platform, a popup will appear. You will have the option to continue and link the Agenda and Meeting Management user to the existing Platform user or to create this user with a different unregistered email address.
      The Oops! email already registered popup message.
    • First Name (required): Enter the user's first name
    • Last Name (required): Enter the user's last name
    • Phone: Enter the user's phone number
    • Title: Enter the user's job title/position
    • Department (required): Choose the user's department from the dropdown list
    • Active: Check this checkbox to mark the account as active
    • Access to User and Global Site Settings: Check this checkbox to give this user the ability to edit user and system settings
    • Hide From Staff List: Check this checkbox to hide this user from the staff list
    • Hide from Approvers List: Check this checkbox to hide this user from the Approvers list
    • Has Access to Analytics: Check this checkbox to give this user the ability to view analytics
      • Can Create and Manage Organizational Analytic Views: Check this checkbox to give this user the ability to create and manage views in the Analytics module
    • User Classification
      • Admin: Check this checkbox to designate the user as a system administrator
      • Staff: Check this checkbox to designate the user as a staff member
      • Board: Check this checkbox to designate the user as a board member
    • User's "My Signature" image: Click the Upload Image button to open your computer's file explorer and add a signature image for the user, if desired
    • User's "My Signature" image: Click the Upload Image button to open your computer's file explorer and add an avatar image for the user, if desired
  10. Scroll to the Meetings, Events, and Boards and Committees sections to view or edit the user's access, if desired
    Note: If no changes are made, the new user will have the same access as the copied existing user.
  11. Click the Save Changes button to save and add the new user
    The green, rectangular Save Changes button below the User Menu icon.
  12. The new user will receive an email prompting them to log into Agenda and Meeting Management Select

 

Resources

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.