Create a user by cloning

Cloning a user allows you to quickly add users to your system, without having to repeatedly enter information that is common to multiple users, such as location and domain name.

Note: For users on hosted systems, contact IXIASOFT Customer Support to assist with this process, as the user also needs to be configured to use the Remote Desktop Protocol (RDP) in addition to following procedure. RDP belongs to a set of security groups that control access to the Amazon Web Services environment that IXIASOFT directly manages.

To add a user to your system by cloning another user:

  1. Open the User Manager window.
  2. Click Lock (lock manager icon)
  3. In the Users list, expand the required location node to show its users.
  4. Right-click the user to clone and select Clone User.
    A duplicate user is created.
  5. Select the duplicate user and enter the new user's personal information.
  6. Modify other information, including roles and groups as required.
  7. Click Check In Document (check in manager icon).
    Your new user appears in the Users list, and users.xml is updated in the repository.
  8. Inform users of the changes.
    The changes will be applied automatically once users close and then reopen their IXIASOFT CCMS Desktop. Users can also apply the changes without restarting their IXIASOFT CCMS Desktop by clicking IXIASOFT CCMS > Synchronize Configuration. Additionally, have an administrator refresh IXIASOFT CCMS Web Server so that users will see the change reflected there.