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Different people have different opinions about how to do this. None is correct absolutely, so here's an algorithm.

First, go maintain the post-clone. Once you've done that, come back to these instructions.

  1. Go to DEV, User Admininstration -> Users -> New
  2. In the New User dialogue, at minimum, populate the NetID, First name, Last name. If they are a vendor, also populate email address and Business Phone. We will need Business Phone to hand over their login credentials. If you are immediately handing the account over, leave the Active toggle alone. If it will be a few days, toggle Active to false. Also set a temporary password, ideally difficult, which you can remember. Writing it down is okay; this is temporary, and you will need to share it with the user receiving the account. Copy the temporary password to your clipboard, and paste it into the user record. Also set the toggle for "Password needs reset".
  3. Save and Stay, and now you will see Roles.
  4. Edit roles and add any that are required.
  5. Clone this account by: Right Click on colored bar at the top of the user record dialogue, then choose Export -> XML (This record)
  6. Save the record to your local machine
  7. Go to TEST, User Admininstration -> Users
  8. Right click on colored bar at the top of the user records listing, then choose Import XML, and use the browser file picker to retrieve the record you just saved to your local machine
  9. Use the Users people picker tool to pick the record you just added. Manually add back any role(s) you assigned in step 4
  10. Paste in the temporary password.
  11. Save and Stay.
  12. Go to PRE, User Admininstration -> Users
  13. Right click on colored bar at the top of the user records listing, then choose Import XML, and use the browser file picker to retrieve the record you just saved to your local machine
  14. Use the Users people picker tool to pick the record you just added. Manually add back any role(s) you assigned in step 4
  15. Paste in the temporary password.
  16. Save and Stay.
  17. Go to PRD, User Admininstration -> Users
  18. Right click on colored bar at the top of the user records listing, then choose Import XML, and use the browser file picker to retrieve the record you just saved to your local machine
  19. Use the Users people picker tool to pick the record you just added. Manually add back any role(s) you assigned in step 4
  20. Paste in the temporary password.
  21. Save and Stay.
  22. Go to TRN, User Admininstration -> Users
  23. Right click on colored bar at the top of the user records listing, then choose Import XML, and use the browser file picker to retrieve the record you just saved to your local machine
  24. Use the Users people picker tool to pick the record you just added. Manually add back any role(s) you assigned in step 4
  25. Paste in the temporary password.
  26. Save and Stay.

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