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Is there a way to copy Group Settings/Permissions in EPDM?

Question asked by Todd Barr on Jan 12, 2012
Latest reply on Sep 12, 2016 by Bill Stadler

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We have created a Group, spent much time getting it set up the way we want, and now would like to make another group with almost identical setting/permissions. The permission setting we want to change for the copied group is different Folder permissions.

Thanks,

Todd

James Pepper Jan 12, 2012 3:56 PM

Correct Answer

Todd,

This is something I too have wanted.

A partial solution for me has been to create a generic "Workflow" group with the permissions common to all main users.

Then I create a project group with specific folder permissions. So project users belong to a minimum of two groups.

My solution isn't much help to those who require complicated workflows.

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James Pepper Jan 12, 2012 3:56 PM

Todd,

This is something I too have wanted.

A partial solution for me has been to create a generic "Workflow" group with the permissions common to all main users.

Then I create a project group with specific folder permissions. So project users belong to a minimum of two groups.

My solution isn't much help to those who require complicated workflows.

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Jeff Sweeney Jan 13, 2012 8:50 AM

If you want to copy only administrative permissions:

RMB click on the group, and export it
Rename the group to the name you want to create
Take the group you exported (it will have the original name) and drag it back to your vault's tree

You'll now have two groups with identical administrative permissions...but that is it, no other settings will be copied. IMHO I think the export process should export everything, or at least a lot more than it does.

By the way, this method works for most nodes in the admin tree (i.e. workflows), most work better than groups.

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Steve Ostrovsky @ Jeff Sweeney on Jan 13, 2012 9:03 AM

To take Jeff's great idea one extra step - use a sandbox vault to store all your pre-production vault testing. You can then drag/drop the nodes Jeff mentioned from one vault to another. That way you can rename a group in your sandbox, drag it to your proction vault then rename it back.

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Bill Stadler Sep 12, 2016 11:09 AM

Another method I have found for creating a group with similar rights is:

Create the new group and select OK.
Right-click on Groups and select Open.
Ctrl-select the new group and the group you want to use.
Right-Click and select Properties.
You can now go down and select the permissions that you want to be the same as the group you are modeling after. Be careful with adding additional write that are not already selected as it will add it to both. I select the ones that I want to be the same and then go back in to the new group and add any additional.

I use this method if I need a different group for a different set of users with similar rights but not all.

I use Jeff's method when I want to add additional rights above and beyond the group they are already in.

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Bill Stadler @ Bill Stadler on Sep 12, 2016 1:58 PM

Too funny. I was searching for something else when I found this and responded. I did not realize the thread was 5 years old,,,,

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James Pepper Jan 12, 2012 3:56 PM
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Correct Answer
Todd,

This is something I too have wanted.

A partial solution for me has been to create a generic "Workflow" group with the permissions common to all main users.

Then I create a project group with specific folder permissions. So project users belong to a minimum of two groups.

My solution isn't much help to those who require complicated workflows.
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Jeff Sweeney Jan 13, 2012 8:50 AM
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If you want to copy only administrative permissions:
1. RMB click on the group, and export it
2. Rename the group to the name you want to create
3. Take the group you exported (it will have the original name) and drag it back to your vault's tree
You'll now have two groups with identical administrative permissions...but that is it, no other settings will be copied. IMHO I think the export process should export everything, or at least a lot more than it does.

By the way, this method works for most nodes in the admin tree (i.e. workflows), most work better than groups.
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- Steve Ostrovsky @ Jeff Sweeney on Jan 13, 2012 9:03 AM
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  To take Jeff's great idea one extra step - use a sandbox vault to store all your pre-production vault testing. You can then drag/drop the nodes Jeff mentioned from one vault to another. That way you can rename a group in your sandbox, drag it to your proction vault then rename it back.
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Bill Stadler Sep 12, 2016 11:09 AM
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Another method I have found for creating a group with similar rights is:
1. Create the new group and select OK.
2. Right-click on Groups and select Open.
3. Ctrl-select the new group and the group you want to use.
4. Right-Click and select Properties.
5. You can now go down and select the permissions that you want to be the same as the group you are modeling after. Be careful with adding additional write that are not already selected as it will add it to both. I select the ones that I want to be the same and then go back in to the new group and add any additional.
I use this method if I need a different group for a different set of users with similar rights but not all.

I use Jeff's method when I want to add additional rights above and beyond the group they are already in.
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- Bill Stadler @ Bill Stadler on Sep 12, 2016 1:58 PM
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  Too funny. I was searching for something else when I found this and responded. I did not realize the thread was 5 years old,,,,
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Is there a way to copy Group Settings/Permissions in EPDM?

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