FAQ 377: How do I copy my settings to another ClinicOffice user?

[William]

You can copy all your settings or a colleague’s settings to a different staff member by using the Override User Settings. The steps below will guide you through this.

1. In ClinicOffice go to the View menu.
2. Click the Program Settings button.
3. Located at the bottom is the setting “Override User Settings“, click on this link.
   
4. At the bottom of the next screen, click on the drop-down field “Copy settings from” and select either yourself or a colleague.
5. Click the blue link, “[click here to select staff]”
6. From the next screen tick the person or people that you wish to copy the settings to and click OK
7. If you are doubly sure you wish to do this, on the next message type ‘YES’ and click OK again.

This feature is useful if you have a new member of staff, and you want their settings to match either yours or an existing colleague.

If you wish to override a single setting for all users, please see article FAQ 336: How to override settings for all users at once?

[Author]

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