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Procedure documentationCopying Authorizations for Other Users or Authorization Groups

 

You can copy authorizations between authorization groups and between users. This function is especially useful in the following situations:

  • Between authorization groups:

    • Members of two authorization groups play similar roles in the company but are divided into two groups because they belong to different business units or branches.

    • There is considerable overlap between two authorization groups in terms of members.

      For example, Group A is included in Group B. Both groups require the same authorizations for nearly all permission items, except that Group A requires higher authorizations for certain permission items. As a result, you can first define authorizations for Group B, then copy Group B's authorization profile to Group A, and lastly, fine-tune Group A's authorizations.

  • Between users:

    • Two users play the same role and have exactly the same responsibilities. Therefore, they may have the same authorization profile.

    • Two users' responsibilities are very similar and differ only in a few aspects.

Note Note

You cannot copy any superuser's authorization profile for regular users. Although you can grant full authorization to a regular user throughout the system, only superusers can perform certain functions (for example, assigning authorizations, data ownership, and licenses).

End of the note.

Procedure

Note Note

If you want to copy authorizations only between two users or between two authorization groups, you can use an alternative drag-and-drop method. For example, you can drag a user name to another user name, and then release the mouse button. This can also apply the first user's authorizations to the second user after your confirmation.

End of the note.

  1. From the SAP Business One Main Menu, choose Start of the navigation path Administration Next navigation step System Initialization Next navigation step Authorizations Next navigation step General Authorizations End of the navigation path.

    The Authorizations window is displayed.

  2. Select the user or authorization group whose authorization profile is to be copied.

  3. Choose the Copy Authorizations button.

  4. In the Copy Authorizations window, select appropriate users or authorization groups, and then choose the OK button.

  5. To save the changes, choose the Update button in the Authorizations window.

More Information

Authorizations

Defining Authorizations

Authorizations Window