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From: Manager > Rolodex tables > Resources

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When creating new users by copy, all user attributes and roles are copied, not including personal information.
If you have a group of similar users to create (for example a group of English to Spanish translators), create one, set all key attributes, and then copy the remaining users.

Role group- first, check the role group affiliation of the user to make sure the user has the required access level and permissions

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2. Login Email- all login-related emails will be sent to this address (password recovery, 2-factor authentication, etc...)

3. Login active- when set to “On”, the user can log in to the system

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12. Time-zone, Time and date preferences- make sure all set correctly for the user

13.Skills for task assignment- Super important! Will determine to which tasks this resource can be assigned to

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