CMS Copy Groups From Organization window

ControllerCS > Controller > Security Options menu > CMS Copy Groups From Organization window

If you have more than one organization in your system and they share employees, you can copy user groups to other organizations to save time. For example, if you have two organizations that share Accounts Payable and Accounts Receivable employees, you can copy these groups of users from one organization to the other.

Search for Code/Organization

Use this box to select an existing organization from which to copy groups. You can toggle between the search options by clicking once on the Code and Organization column headings.

Type the Organization Code, or the first few letters of the Organization Name in this box to find the organization to copy from, or double-click the organization in the list.

Note that when the Organization Code is typed in the Search for Code box, the match, or closest match to the criteria, will appear automatically highlighted in the list within the selection box.

Cancel

Click this button to close the window without copying groups.

All Groups

Click this button to copy all groups from the selected organization to the current organization.

Groups

Click this button to choose specific groups to copy from the selected organization to the current organization.