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Clone User Permissions

There are two ways to clone user permissions: clone permissions of one user or group to another user or group; clone permissions of multiple users or groups to other users or groups.

Clone User Permissions for one User or Group

The Clone User Permissions feature allows you to copy a user’s or group’s permissions to one or more specified users/groups.

To clone permissions of a user or group, complete the following steps:

  1. Select the Scope of the content (from site collection level to site level). All newly added sites to the container will be included if you select the container level.

  2. Click Security > Clone Permissions > Clone User Permissions. The Clone User Permissions screen appears.

  3. Clone User Permissions from – Enter a username or group name. This user/group is the source account of permissions to be cloned. Note that the user/group you enter must exist under the selected scope. Click the Check Names icon to verify the inputted name, or click the Browse icon to browse through a list of names.

  4. Clone User Permissions to – Enter a username or group name. This user/group is the destination account of permissions to be cloned.

  5. Select a previously created filter policy from the Filter Policy drop-down list. A filter policy allows you to clone the user permissions with certain conditions.

  6. Select a Permission Option. This determines how you will assign the source user’s/group’s permission to the destination user/group.

    • Append – Adds the permission of the source user/group to the destination users/groups.

    • Replace – Replaces the destination permission with the source permission.

  7. Select an Additional Option for the source user if it is a member of a group.

    • Add target users to the source user’s group – Adds the destination user to the group where the source user exists. For example, assume that user1 is a deactivated account that exists in SharePoint group1, and user2 is user1’s destination user. If Add target users to the source user’s group is selected, user2 is added into group1.

    • Clone source user’s group permission to target users directly – Copies the permissions of the group where the source user exists to the destination users.

  8. Manage source user and group in Options for Transfer.

    • Remove source user’s explicit permissions or group permissions – Removes the source user’s or group’s permission after cloning the permission successfully.

    • Remove source user from SharePoint groups – Deletes the source user from SharePoint Groups after cloning the permission successfully.

    • Delete source user or group from site collection – Deletes source user or group from site collection after cloning permission successfully.

  9. Choose whether to Include Detailed Report of this clone job in Job Monitor.

  10. Select a scheduling option.

    • No Schedule – Select this option to run a job immediately.

    • Configure the schedule myself – Select this option to configure a customized schedule in the Schedule Settings section and run the job by schedule.

  11. Select a previously created user notification profile from the E-mail Notification drop-down list. Or select New Notification to configure a new user notification. You can click View to the drop-down list to view the detailed information of the selected user notification profile.

  12. When satisfied with your selections, click OK to start the job. Access Job Monitor to view job details and download the job report.

Clone User Permissions in Batch

The Clone User Permissions in Batch feature allows you to copy multiple users’ or groups’ permissions to other specified users or groups.

To clone permissions of users or groups, complete the following steps:

  1. Select the Scope of the content (from site collection level to site level). All newly added sites to the container will be included if you select the container level.

  2. Click Security > Clone Permissions > Clone User Permissions in Batch. The Clone User Permissions screen appears.

  3. Template – Click Download template to download a CSV template. Add the name of source users or groups whose permissions you want to be cloned, and add the name of destination users or groups where permissions will be cloned. Import the configured file for cloning permissions of these users or groups in batch.

  4. Select a previously created filter policy from the Filter Policy drop-down list. A filter policy allows you to clone the user permissions with certain conditions.

  5. Select a Permission Option. This determines how you will assign the source user’s/group’s permission to the destination user/group.

    • Append – Adds the permission of the source user/group to the destination users/groups.

    • Replace – Replaces the destination permission with the source permission.

  6. Select an Additional Option for the source user if it is a member of a group.

    • Add target users to the source user’s group – Adds the destination user to the group where the source user exists. For example, assume that user1 is a deactivated account that exists in SharePoint group1, and user2 is user1’s destination user. If Add target users to the source user’s group is selected, user2 is added into group1.

    • Clone source user’s group permission to target users directly – Copies the permissions of the group where the source user exists to the destination users.

  7. Manage source user and group in Options for Transfer.

    • Remove source user’s explicit permissions or group permissions – Removes the source user’s or group’s permission after cloning the permission successfully.

    • Remove source user from SharePoint groups – Deletes the source user from SharePoint Groups after cloning the permission successfully.

    • Delete source user or group from site collection – Deletes source user or group from site collection after cloning permission successfully.

  8. Choose whether to Include Detailed Report of this clone job in Job Monitor.

  9. Select a scheduling option.

    • No Schedule – Select this option to run a job immediately.

    • Configure the schedule myself – Select this option to configure a customized schedule in the Schedule Settings section and run the job by schedule.

  10. Select a previously created user notification profile from the E-mail Notification drop-down list. Or select New Notification to configure a new user notification. You can click View to the drop-down list to view the detailed information of the selected user notification profile.

  11. When satisfied with your selections, click OK to start the job. Access Job Monitor to view job details and download the job report.