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: In a dedicated SaaS deployment, contact IXIASOFT Customer Support to make any additional changes required in remote desktop.
  1. Open the User Manager window.
    Note: Do not edit users.xml directly in the TEXTML Administration perspective. The User Manager window has built-in mechanisms to prevent errors.
  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. In a dedicated SaaS deployment, contact IXIASOFT Customer Support to add the user to remote desktop.
    If your deployment uses SSO and the user did not use CCMS Desktop, you can skip this step.
  9. Inform users of the changes.
    The changes will be applied automatically once users close and then reopen their CCMS Desktop. Users can also apply the changes without restarting their CCMS Desktop by clicking IXIASOFT CCMS > Synchronize Configuration. Additionally, have an administrator refresh IXIASOFT CCMS Web so that users will see the change reflected there.