Saving As a New User
If you have multiple users at your company that perform the same tasks, it may be useful to create one user to use as a template to create other users. Using the Save As New User action, you can apply the same group and profile memberships from your source user to a new user.
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This action may not be available if the existing user from which you want to create a new user belongs to a directory server that is read-only and no other writable directory servers exist, or if the existing user is a disconnected participant.
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1. Select Save As New User from the right-click actions menu of an existing user within the Participant Administration table.
2. On the Set Attributes step in the Save As New User window, enter user attributes as you would when creating a new user. For a description of each attribute, see New User – Set Attributes.
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The synchronize name with LDAP, postal address, organization, preferred language, directory server, and domain settings of the new user will match those of the user from which you launched the action.
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3. On the Assign to Groups step, the table is populated with the groups of the user from which you launched the action. Using the add group to table 
icon or the add groups from another user 
icon, you can add the new user to additional groups. Use the remove selected objects icon to remove the user from groups that are listed in the table. For more information, see Assign to Groups and Add Groups From Another User.
icon or the add groups from another user icon, you can add the new user to additional groups. Use the remove selected objects icon to remove the user from groups that are listed in the table. For more information, see Assign to Groups and Add Groups From Another User.4. On the Assign to Profiles step, the table is populated with the standard profiles of the user from which you launched the action. Using the add profile to list icon or the add profiles from another user icon, you can add the new user to additional standard profiles. Use the remove selected objects 
icon to remove the user from profiles that are listed in the table. For more information, seeAssign to Profiles and Add Profiles From Another User.
icon or the add profiles from another user icon, you can add the new user to additional standard profiles. Use the remove selected objects icon to remove the user from profiles that are listed in the table. For more information, seeAssign to Profiles and Add Profiles From Another User.5. On the Assign Picture step, use the Browse button to add an image of the user. For more information, see New User — Assign Picture.
6. On the Assign Signature step, use the Browse button to add a file containing the signature of the user. For more information, see New User — Assign Signature.
| | It is recommended to use an electronic signature file that is small in size.Larger file sizes may distort the Assign Signature wizard and electronic signature displayed on pages in Workflow activities. |
7. Click OK.
A confirmation appears in the yellow ribbon at the top of your screen. Any groups or profiles to which the user could not be added are listed in the confirmation.