Deleting the existing user and adding another user at same role

[SC_8321054]

Hi,

I want to delete a user from Windchill and add another user with all existing roles and rights of that existing user. what would be the best and convenient way to do this job?

Using Windchill 12.0

Br,

Sandeep C.

[HelesicPetr]

Hi @SC_8321054 

It depends how roles are managed. 

You can use "save as a new user" in participant administration

This save the new user with all groups and profiles where is the original user assigned.

Unfortunately I do not know a way how to replace the user in all context roles in the system by another user

If the roles are managed with groups my advice will work. (users are assigned to a group and the group is assigned to a role in all contexts)

PetrH

[SC_8321054]

This option is helpful when the 2nd user is  new. what if the 2nd user is already existing in Windchill and I want to transfer all roles from 1st existing user to 2nd existing user?  what would be the shortest hassle free way?

Thanks in advance,

Sandeep C.

[HelesicPetr]

Hi @SC_8321054 

Yes that's true. The GUI does not contains that functionality.

it is too complicated to do so but it is possible by a loadFromFile utility

help describes how to export the groups 

https://support.ptc.com/help/flexplm/r12.0.3.0/en/index.html#page/FlexPLM_Help_Center/installconfig/FlexPLMInstallConfigUseGroupExpLoad.html#

also articles describe options how to do so

how to prepare reports

https://www.ptc.com/en/support/article/CS159878

How to import the group relations

https://www.ptc.com/en/support/article/CS277783

how to load and assignee users to groups

https://www.ptc.com/en/support/article/CS23818?

PetrH

[joe_morton · Accepted solution]

You can "Add groups from another user". 

This will take care of licensing, and any access provisioned by groups. I don't know of any way to easily copy individual level access from one user to another user.

[HelesicPetr]

@joe_morton 

ah there is the button 😄 I knew that it is somewhere if save as an another user exists 😄

PetrH

[SC_8321054]

Hi,

We are managing the roles by groups only and This solution Works very well. 

Thanks for your help.

Br,

Sandeep C.

[TDT]

Hi @SC_8321054,

If you want to delete the user and remove/transfer all the roles, groups to the another user, It could be possible through the customization.

You can create one custom action --> wizard --> Inputs --> Existing user and New User.

When you click on finish button the form processor will remove the existing user from all the roles and groups and delete the user.

Store all the existing user groups and roles information in map. Use the map information and add the new user to the groups and roles.

If you are managing the roles with groups then what @HelesicPetr @joe_morton has mentioned is the best way.

Otherwise if users are managed exclusively by roles then above solution would be good if the customer has more number of users and if its a repeated activity.

[HelesicPetr]

Hi, @TDT 

Almost everything is possible by customization. But it takes the time to achieve it. 

PetrH

[SC_8321054]

Yes, we are managing the roles by group and the solution suggested by @joe_morton works very fine.

Thank you, guys.