Copy a User

To create a new user record, you can copy and modify an existing user record. The new user record must have a unique username. The newly created user record inherits the first user's access rights and privileges, including record level security.

To create a user from an existing user record, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > Security > Users.
2. On the Users form, click the General tab.
3. Select the user that you want to copy.
4. Click New > Copy Current User. The current user's record displays.
5. Enter a new, unique username and modify the remaining user information.
6. Click Save.