About copying user defaults

Copying user defaults speeds up the process of setting up a new user or users who are going to be working in Sage 100 Contractor in a way similar to an existing user. Copying user defaults from one user to another copies all defaults associated with that existing user. For example, it copies grid views and reporting defaults that have been saved throughout Sage 100 Contractor.

You cannot use the 7-2-2 User Listwindow to copy process maps and private custom reports and forms to another user because these files are located in each user’s private User Data folder and not in a database. However, if you are a company administrator, you can use the Copy User Files feature in the Database Administration tool to copy these files from one user to another.

Tip: After migrating from version 19.8, you can also copy Supervisor user defaults to individual users the same way you copy defaults from other existing users. (Although Supervisor does not appear on the User List, you can select Supervisor in the Copy User Defaults window.)

Important!  

  • To copy user defaults, you must log in as a company administrator. You access the Copy User Defaults window through the Options menu on the 7-2-2 User Listwindow.
  • Because security is based on groups, not individual users, the user's security settings are not copied to the other user.
  • Because desktop settings are computer-specific, desktop settings are not copied to the other user.