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SC_832105412-Amethyst
12-Amethyst
May 31, 2023
Solved

Deleting the existing user and adding another user at same role

  • May 31, 2023
  • 3 replies
  • 1841 views

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.

 

Best answer by joe_morton

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.

joe_morton_0-1685993640216.png

 

3 replies

HelesicPetr
22-Sapphire II
HelesicPetr22-Sapphire II
22-Sapphire II
May 31, 2023

Hi @SC_8321054 

It depends how roles are managed. 

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

HelesicPetr_0-1685512300982.png

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

    S
    SC_832105412-AmethystAuthor
    12-Amethyst
    June 1, 2023

    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
    22-Sapphire II
    HelesicPetr22-Sapphire II
    22-Sapphire II
    June 1, 2023

    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
    18-Opal
    joe_morton18-OpalAnswer
    18-Opal
    June 5, 2023

    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.

    joe_morton_0-1685993640216.png

     

      HelesicPetr
      22-Sapphire II
      HelesicPetr22-Sapphire II
      22-Sapphire II
      June 6, 2023

      @joe_morton 

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

      PetrH

      T
      TDT16-Pearl
      16-Pearl
      June 6, 2023

      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
      22-Sapphire II
      HelesicPetr22-Sapphire II
      22-Sapphire II
      June 6, 2023

      Hi, @TDT 

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

      PetrH

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