The “Copy” feature has been added to enable multiple users to be set up based on a current users settings.
The icon “Copy” enables the coping of a current user assignments to one or more users.
Make sure have selected the user you want to copy from the user panel.
This will open the users assignments and settings in the Details Panel.
Click on the Copy Icon to open the guided wizard tool:
When the copy wizard is launched the source user is automatically filled.
Choose the option to Keep or Delete existing assignments.
Keep existing assignments – will retain the target users current assignments and settings and the source users option will be added to the target.
Delete existing assignments – will remove all of the current assignments and options for the user mapping the target exactly to the source user only.
Check the assignments to be copied. ( Skill matrix, Org Assignments ( Routing only ), BDEx profiles.
You can add one or multiple assignments to be copied for the target user(s).
Click on Step 2.
Start typing the user name or user ID in the Target user Box to get suggestions:
One or multiple target users can be added.
Add one or more target users:
Click on step 3:
Check the information and confirm that you want to proceed with copying the assignments:
Source user assignments are copied to the target users.
You will see that the copy was a success
Click on done to exit the wizard: