9.2 Security - Using Launchpad to Copy User Roles
Purpose: Use this document as a reference to copy roles from one user profile to another, or to multiple users.
Audience: Security staff
Only Local Security Administrators with the ZZ Local Security Admin role and ZD Local Security Admin view-only role have access to Launchpad features.
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 Roles
Navigation: Launchpad > Copy User Roles
How Do Copy From and Copy To Work?
Finance Pillar:
Copy From/To fields are restricted by the user's primary permission list to control the business units.
Campus Solutions Pillar:
Copy From User uses a Security view from Academic Institution.
The copy To uses a view and the user has to have an active job record at the institution in order to be selected.
Human Resources Pillar :
The Copy From and Copy To user fields go off of the primary permission list to Grab Company affiliation; So when a user that logs in from one institution can only copy from and to users at that institution.
The Copy From User ID is at the top of the screen.
Pick from a Templatized User ID or a single User ID.
Templatized User Profiles will be created per college with the naming convention starting with “WAXXX”. There will be Templatized User Profiles in each pillar for the colleges to configure. It is imperative that the local security administrators review the templatized user access for segregation of duties concerns prior to using them to copy to a new hire. Because the base roles are already on the new hire’s user profile, they shouldn’t be listed on the template id. These user ids will be Pre-Approved at the institution for those positions for audit purposes.
The roles assigned to the Copy From User Profile will display on the screen for review.
The Copy To section at the bottom of the screen allows for one or multiple User IDs.
After you populate the Copy To, the COPY button will be enabled. The user(s) in the Copy To area must have an active job record at an institution to enable the copy to function.
Select the Copy button. This will apply the roles to the Copy To user profile(s).
There is an audit query in each pillar that can be run to see the roles that were applied, and which roles that already existed on the user profile:
QXX_SEC_ROLE_COPY_USER_BY_OPR
In the query results, blue drilldown links are available to see detailed data. If run to HTML, the drilldown data will show the roles that were copied. The Action column will indicate Add or Exists.
End of procedure.
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