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This article applies to:

  • Product: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration

Copy Client Permissions at the Group Level

Step-by-Step Summary of Copying Client Permissions
  1. Access the Group and Product Permissions:
    • Select a group within the Administration module.
    • Go to the
      Product Permissions
       tab and select a product for which client permissions need to be copied.
  2. Use the Copy Permissions Button:
    • The
      Copy Permissions
       button is available in the
      Product and then Client’s pane
      .
    • Select the
      Source client
       from where you want to begin the copy permissions process.
    • Add or update any permissions
       (if required) on the source client before selecting Copy Permissions. Ensure the permissions are saved by checking back and forth between another client.
    • Once everything looks good, select the
      Copy Permissions
       button to begin the process.
  3. Confirmation Prompt:
    • Upon selecting the
      Copy Permissions
       button, a confirmation prompt will appear. This prompt ensures the action is intentional, reminding the user that the permissions from the source client gets replicated across all target clients.
    • Double check the action to proceed.
  4. Initiating the Copy Process:
    • Once confirmed, the system will initiate the operation and during this time, the client’s pane is disabled until the process is complete.
    • Users can go to other screens to continue work while the job runs in the background and check back in some while.
    • The client’s pane gets re-enabled when the job is completed.
  5. Logging the Action:
    • The copy action will be logged in the
      Group History Report
      , detailing which source client’s permissions were applied to the target clients, ensuring traceability for future reference.
  6. Custom Client Permissions:
    • Users can view and adjust permissions for individual clients on top of what's copied from the source client.
    note
    If permissions are copied again from the source client, it will replace the current permissions in the target clients. This should be done carefully to avoid unintentional permission removal.