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titleDescription of Issue

User account history needs to be moved from one account to another in Munis..

New user account created and old needs to be deleted due to case sensitivity or a name change


Munis
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titleContext
  • User History
  • Move History
  • User Attributes

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titleCause

A user has either changed Usernames usernames or left the company and needs to have their history moved to another User ID for other reasons. 


Additional Information
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  1. Open Log into Munis as an Administratorwith an account that has System Administration permissions
  2. Navigate to System Administration > Security > User Attributes
  3. Click the browse button on the top bar
  4. Search for and open Locate the User whos ID whose history will be moved
  5. Click on In the ribbon, click Move Historybutton on the top of the screen (Or side of the screen if using Munis version 11.3)
  6. Fill out the fields with the information of the recipient account, then click next
  7. Fill out the information for the TCM admin account and accept
  8. Once it has finished a window will display saying it has finished successfully
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  2. Read the message that pops up. When ready to proceed, click Next
  3. Enter the target User ID
  4. Check off additional options as desired
    1. See below for additional information
  5. Click Next
  6. Click Finish
  7. Enter TylerCM administrative username (ex: tcmadmin)
  8. Enter TylerCM administrative password
  9. Click Accept
  10. Upon completion of the Move History action, the new user account includes all history from the original user account


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Field

Description

User ID

The target user to whom you are moving history and settings; this is the new user.

Copy roles and attributes from source user ID’s to target user ID’s?

When migrating to a new user for the purpose of a name change, check this box so the new User ID will have the exact same permissions as the original User ID.

Enable the target account’s status if needed?

Leave unchecked to retain control of when this new user account can be used.  This allows other user detail to be addressed prior to activating the account.  Check this option if the new user account should become immediately available after the migrate history step is complete.

Disable the source account’s status if needed?

When migrating to a new user for the purpose of a name change, check this box so the original user account is disabled while the final migration steps are completed.

Copy user master fields from source to target record (if they are missing)?

When migrating to a new user for the purpose of a name change, check this box so the new User ID will have the exact same account attributes as the original User ID.

Move e-mail address from source to target record (if it missing on target)? If the new user has the same email address, select this option. E-mail addresses must be unique on Munis user accounts.
Move employee number from source to target record (if it missing on target)?If the new user has the same employee number, select this option. Employee numbers must be unique on Munis user accounts.


  • The Move History tool should only be used to move history between user accounts that belong to the same individual person
    • Example:
      • An individual has changed their legal name and has a new User ID. Move History can be used to move the transactional history from the old User ID to the new User ID.
  • The Move History tool should NOT be used to move history from a previous individual to a new individual
    • Example:
      • Sara Smith, with User ID ssmith, has retired from their Accountant position. Bonnie Joe, with User ID bjoe, has been hired as a new Accountant. History should NOT be moved from ssmith to bjoe. When transactions are audited, the transactions should remain under the individual who executed them.
  • If a new user needs the same roles/permissions as an existing user, use the Copy tool: Copy Or Duplicate Roles To A New Or Existing User