9.2 FSCM Security - Using Launchpad to Copy User Preference Definition Settings
Purpose: Use this document as a reference for how to copy User Preference Definition (UPD) settings from one user to another.
Audience: Finance and Security staff
Only Local Security Administrators have access to update these via the ZZ Local Security Admin role and view them with the ZD Local Security Admin role
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Using Launchpad to Copy User Preference Definition Settings
Navigation: NavBar > Navigator > Launchpad > Launchpad
The CTC custom Launchpad tool had been updated. The Copy User Preferences Setup Security component has changed, and the Launch Security Matrix and Launch Permission List Role Builder components have been removed. Here's what the Launchpad landing page looks like now:
The Copy From and Copy To search results are limited to users at the Local Security Administrator's institution:
How Does "Copy From" (Source) and "Copy To" (Target) Work?
The Local Security Administrator's (LSA) institution is based on the Primary Permission List in User Profile.
SOURCE USER ID:
The "Copy From" User ID Lookup will only display 'source' User IDs for users who have a User Preference Definition - General Preference - Overall Preference set to the Business Unit that aligns to college associated with the Primary Permissions List of the User Profile performing the search.
This is true even if a person associated with the Copy From User ID does not have an active job at that college, given that this 'source' feature works from a Template User Profile or an actual employee.
TARGET USER ID:
The "Copy To" User ID Lookup will only display 'target' User IDs for users who have a Primary Permission List in the 'target' User Profile that aligns to college associated with the Primary Permissions List of the User Profile performing the search (LSA).
This is true even if the person associated with the Copy From User ID does not have a User Preference Definition - General Preference - Overall Preference set to the Business Unit that aligns to college associated with the Primary Permissions List of the User Profile performing the search (LSA). This can happen when an employee has changed jobs to another college and their User Profile has been updated to the Primary Permission List of the new college, while the Overall Preference Business Unit remains with the prior college. Also, This is true even if the person associated with the Copy To User ID does not have an active job at that college associated with the LSA performing the search.
Nav: Main Menu > PeopleTools > Security > User Profiles > Distributed User Profiles
COPY TO allows for selecting multiple user ID’s:
Procurement>Requester field
If COPY FROM Requester field is blank, then COPY TO will retain the existing Requester value:
New Query to Audit Record User Preferences added and runs by Business Unit: QFS_SEC_AUDIT_USER_PREFERENCES:
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