Copy Portal Sequence from Another User/Copy Customer Portal Configuration
Data Source: Not Applicable
To open the Copy Portal Sequence From Another User screen, click the Copy portal sequence from another user link on the Customer Portal Sequencing screen.
The Copy Portal Sequence From Another User screen creates a copy of an existing user's portal sequence.
The following field appears on the Copy Portal Sequence From Another User screen:
Field | Description |
---|---|
Select User | Select the user you wish to copy the customer portal information from. |
The following buttons allow the you to complete your work on the Copy Portal Sequence From Another User screen:
Button | Function |
---|---|
Save | Save changes made on the Copy Portal Sequence screen. |
Close | Closes the Copy Portal Sequence screen without saving and returns to the Customer Portal Sequencing screen. |
To open the Copy Customer Portal Configuration screen, click the Copy Customer Portal Configuration link on the Utilities screen.
The Copy Customer Portal Configuration screen allows you to copy an existing user's customer portal configuration from one user to another.
The following fields appear on the Copy Customer Portal Configuration screen:
Field | Description |
---|---|
From User | The user you are copying the customer portal configuration from. |
To User | The user destination the customer portal information is being copied to. |
The following buttons allow you to complete your work on the Copy Customer Portal Configuration screen:
Button | Function |
---|---|
Save | Copies the Portal Configuration views originating with the From User to the To User. |
Close | Closes the Copy Customer Portal Configuration screen without saving changes and returns to the Utilities screen. |