Setting up new users in the Admin Console

Question

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?ThanksMatt

JustinRenteria2 · Accepted Answer

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.

Karishma_begumSh · Answer

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.

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