Creating User Master-License Records via 'Copy':

Using the 'copy' method to create new User Master-License records allows you to create records quickly and efficiently as only the fields that require a change from user to user need to be entered for each new record. You can, however, only copy one record at a time. If you want to create multiple records at the same time, we recommend that you use the 'edit with excel' method.

The following list outlines the steps required to create a new User Master-License record using the 'copy' method:

  1. Signed on as the 'system' user, open the User Master-License view by:

    • Entering user_license in the Search field and then clicking Go.
      OR
    • Selecting the User Management System folder on the main menu, then selecting the Master Tables folder and then selecting 'User Master-License'.

  2. Enter an existing user name in User Name field in the Search Criteria section and then click on Search.

    License 1
    User Master-License - Finding an existing User record

    • If the user name you are copying includes multiple records, you can only copy one record at a time.

    • Click on the View Record Details icon to open the Details page for the selected record.

  3. When the Details page opens, click the Copy button (found at the bottom right corner of the view).

  4. A new User Master-License page opens with three mandatory fields (User Name, Database Name and License Type Name) and a Submit button.

    All three fields contain the information copied from the original record. You can change any of these fields:

  5. When all of the changes are complete, click Submit.

    License 1
    User Master-License - Modifying the copied record

  6. Once the record is updated, you remain on the User Master-License page that contains the User Name, Database Name and License Type Name fields. At this point you can:

    • Continue entering information and updating the records.
    • Return to the Search Criteria/Results page.
    • Close the User Master-License view.

 
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