User Reference Settings

Use the References page to transfer application settings from one user to another. For details, refer to Transferring Application Settings to Another User.

The following settings are available on the References page:

• Replace User

  Click this button select a user to whom all of the settings on the References page will be transferred. For details, refer to Transferring Settings to a Single User.

  Note: To transfer settings to more than one user, double click each setting and modify it as needed. For details, refer to Transferring Settings to Multiple Users.
• Field Selections

  Lists fields for which the user is a selection, along with the workflows where the selection is used.

• Field Defaults
  Lists the fields for which the user is selected as a default value in a User or Multi-User field, along with:

  • Workflow Name

    Listed if the default value is set for a workflow.

  • Project Name

    List if the default value is set for a project.

  • Hierarchy

    Indicates the project hierarchy at which the default value was defined.

  • Transition

    Listed if the default value is defined for a transition.

• Field Dependencies
  Lists the fields and selections for which the user is defined in a dependency.

  • Project Name

    Lists the name of the project for which the dependency is defined.

  • Independent Field Name

    Indicates the independent field for the dependency.

  • Independent Selection Name

    Indicates the independent field selection for which the user is defined.

  • Independent Field Name

    Indicates the dependent field.

  • Independent Default Name

    Indicates the default value for the independent field, if one is specified.

• Notifications

  Lists the notifications to which the user is subscribed, along with the application name, notification name, and notification action.

• Groups

  Lists the groups to which the user is assigned. Deleted groups are indicated in the status.

• Roles

  Lists the roles to which a user is assigned, along with the project and project path for which the assignment was made.

For details about delegating each of these application settings, refer to Transferring Application Settings to Another User.