To add, edit, or copy users in myscview.com, the user must have admin permissions. 


This feature enables users to copy the credentials of a previous user, typically in the event of a position change within the organization.


Common Scenario: When the Accounts Payable person retires, the incoming AP person may need the same permissions as their predecessor.


To copy a user:

  1. Click on Admin > Users as if you were creating a new user.
  2. Search for the user you wish to copy.
  3. Click on the "Copy" button.
  4. The "Copy User" prompt will appear.
    • User ID: must be unique and what the user will use to log in with.
    • Password: a one-time generic password will be created for the new user upon account creation. They will be prompted to change their password upon initial login.
    • First and Last Name
    • Email Address
    • Permission Assignments: DocType Permissions, Group Memberships, and Workflow Queue Permissions are available items that will give the user the same access as the one being copied.

Note: EmployeeID, StateID, Contract Leave, and other sensitive information are not copied over.

  1. Click "Ok" to save the new user.
    • Click "Cancel" to close out of the "Copy User" prompt.

The copied user will be saved and searchable.