CHRS Knowledge Base

Copy User Profile

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Overview

This job aid shows campus users how to copy a user profile.

Background

You might need to copy a user profile to create a new user with the same security settings as an existing user.

Copy User Profile

Step 1: Open the Navbar button.

Navbar button

Step 2: Navigate to Menu > PeopleTools > Security > User Profile > CHR Copy User Profiles

Step 3: Enter an existing User ID.

User ID search

Step 4: Enter the new User ID and Description. No spaces are allowed in the User ID.

  • User ID is 2-digit campus code followed by 9-digit campus solutions EMPLID.
  • In the Description Field, enter the user's name (first name followed by last name).
New user information: New user ID, description fields.

Step 5: Review the General tab to ensure the attributes and permission lists are set correctly:

  1. Symbolic ID
  2. Language
  3. Currency
  4. Permission Lists
General page showing general attributs and permission lsits

Step 6: Click the ID tab. On the ID page:

  1. Select  the Employee ID Type
  2. Select the Employee ID
ID page

Step 7: Add security roles to the new User Profile (if needed).

  1. Click the Roles tab.
  2. Click the Plus button to add a new role.
  3. Search for the role to add.
Roles page showing new role being added

Do not update the BUSN email in the User Profile. ONLY touch the email in the CS side.

Step 8: Click Save.

Save button
Allow login

If you want the user to be able to log in, you must disable lockout and add a temporary password.

Step 1: Clear the Account Locked Out check box.

Account locked out check box

Step 2: Check Change Password

Change password check box

Step 3: Enter and confirm a new password.

New password and confirm password fields

Step 7: Click Save.

Save button

Step 8: Provide the user with the current login ID and password and instructions on how to change the password.

End of article

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