Moving Users from Customer to Site

Use this procedure to move users from Customer to Site.

When you move users, choose a default role for the users that is appropriate for the target hierarchy node.

  1. Log in at the appropriate hierarchy level.

  2. Choose User Management > Move Users, or Overbuild > Move Users.

  3. In the Action drop-down, choose the move method.

    • If you choose Move users by filters:

      1. From the Move From Hierarchy drop-down, choose the hierarchy node from which you are moving the user.

        A note appears stating that only users at the hierarchy you chose will be moved.

      2. From the Available list, choose one or more Move Filters and click Select to move them to the Selected list. You can choose filters in a different order to change the order in which they are applied.

      3. Click Save to move the filtered users.

    • If you choose Move users by usernames:

      1. From the Move From Hierarchy drop-down, choose the hierarchy node from which you are moving the users. The Move To Hierarchy drop-down appears.
      2. From the Move To Hierarchy drop-down, choose the target hierarchy node. The Move To Role drop-down appears.
      3. From the Set Default Role drop-down, choose the default role for the moved users. This default role will be assigned to the moved users unless valid LDAP Custom Role Mappings have been configured, which take precedence over the default role (see: Set up LDAP Custom Role Mappings).
      4. Click Users +, and from the drop-down, choose the user to move, repeat for each user you want to move. Alternatively select the Move All Users check box to select all the users.
      5. Click Save to move the users.

    • If you choose Move user by username:

      1. From the User drop-down, choose the user to move. The Move From Hierarchy drop-down appears displaying the existing hierarchy.
      2. From the Move To Hierarchy drop-down, choose the target hierarchy node. The Set Default Role drop-down appears.
      3. From the Set Default Role drop-down, choose the default role to assign to the moved user. This default role will be assigned to the moved users unless valid LDAP Custom Role Mappings have been configured, which take precedence over the default role (see: Set up LDAP Custom Role Mappings).
      4. Click Save to move the user.

  4. Choose User Management > Users to verify that the users are moved to the target hierarchy.