How do I create a new user from template?
New users are created by Company Administrators. If you are unsure who your Company Administrator is, you can contact Petrotranz Support at support@petrotranz.com or (403) 457-1470.
Fields copied to the newly templated user
Roles, Limited Facilities, Assigned Facilities, PDX Notifications, Subscriptions, Default Portal
If you are the Company Administrator, you can click on the "Administration" tab in the bottom left corner of your screen.
Click the "Users" section in the top left menu bucket
Locate the user in the right hand grid you wish to copy details for your new user.
Right-click and select "Create New User From Template"
Fill out the user details fields, and click save.