Setting up new users in the Admin Console

[MattWindsor]

Hi all,

We're about to move to managing new user set ups via the Admin Console, but when we do this, is there a way to cope a similar existing user so we don't have to fill in all the fields again?

In non-admin console Workfront world, 19/20 times I would copy a similar profile, change the name and email addresses and that would mostly be it as the original user would be from the same team etc.

But when we're live with the Admin console, we'll create the user with a licence, but do we then have to manually add the custom forms and fill everything in from scratch?
Thanks
Matt

[skyehansen]

I've been continuing to copy users in Workfront to be honest.

[MattWindsor]

Thanks Skye!

[Karishma_begumSh]

While the Admin Console doesn't yet have a direct copy user feature for custom forms and user data, you can speed up the process by:

• Using template custom forms.
• Leveraging the Workfront API for bulk user data management.
• Keeping an eye on updates for potential improvements in user management.

[JustinRenteria2 · Accepted solution]

We decided to just deactivate the acct the admin console creates. 
Our process goes like this: 
1. Admin console creates acct
2. We deactivate the acct (set Is Active = False). Click Save

3. Go back into the newly deactivated acct and update the acct email in WF (we add termauto_ in the beginning of the email). You can only change the email once Is Active = False. 

4. Create a new acct using the Copy feature and adding the new user's email to it. 

 

[MattWindsor]

Thanks for the process steps. To keep the system cleaning, I assume I could delete it after deactivation rather than keeping a "fake" deactivated account on the system?

Thanks

Matt