How to transfer information from one account to another?

Arthur

We have a number of duplicated / older versions of accounts in Decisions that we’d like to consolidate into the latest iteration of each of these accounts.

How can we transfer the groups/permissions/assignments etc. of one account to another?

ClaytonM_Decisions

Decisions has two functions you can use to transfer this information between accounts. 

1- To transfer the groups and permissions associated with an account, go to System > Security > Accounts, right click on the account that you want to receive this transferred information, and click ‘Copy Account Configuration’.

The Copy Account Configuration window will appear. Select the account that you want to transfer information from, and click OK.

2- Next, to transfer assignments to another account, go to System > Security > Accounts, right click on the account that you want to transfer assignments from, click Manage, then click ‘Reassign User Tasks’.

In the ‘Reassign User Tasks’ window, select the account you want to transfer assignments to, and click OK.

For more information on reassigning user tasks please see the below documentation:

https://documentation.decisions.com/projects/docs/changing-user-assignments