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Create new user after model user

Do the following to use a model user to add a new user:
  1. On the Home page, select
    Create New Users
    .
  2. Select the format you want to use for user names, then select
    Next
    .
  3. Fill in the new user's identifying information, then select
    Next
    .
  4. Go to Checkpoint Preferences and select
    Yes, copy Checkpoint preferences from a user
    .
  5. Select
    Select User
    .
  6. Expand the dropdown in the
    Select User
     window.
  7. Select a model user type from the dropdown.
  8. If you selected
    Group model user
     or
    User
    , choose a user from the list.
  9. Select
    Save
    .
  10. Go to Orders & Groups, then select
    Yes, copy orders & groups from a user
    .
  11. Select
    Select User
    .
  12. Select a user from the list, then select
    Save
    .
  13. Change the new user's group assignment (obtained from the model user) if you need to, then select
    Next
    .
  14. Make any changes to the new user's orders (obtained from the model user) if you need to, then select
    Next
    .
  15. Verify the new user's orders, then select
    Next
    .
  16. Verify the complete new user information, then select
    Done
    .
  17. Select
    Schedule Email
     to inform the new users of the account.

This article applies to:

  • Product: Checkpoint User Administration (CUAS)