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ADJUTANT - Web Portal

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Modified on Thu, 16 Feb 2012 16:42 by Greg Andrews Categorized as CRM, KPI

HOW TOs

How to Copy Page Settings from One User to Another

  • Sign in to Web Adjutant

  • Click on the Setup page button


  • Select users from the People Lookuplink or by typing in their name (a pop-up window will appear).

  • Main User is the person being copied from and the User 2 is the person copying to

  • Click Copy Settings after selecting users

The Main User's pages will be copied over to the other user's web portal.

How to Export User Settings

The Export and Import Page Settings features can be used to export one user's pages and then import them into another.

The advantage of the export/import feature over the Copy Settings feature is that you can select which pages to export/import and also include a user's default function header settings.


  • Sign in to Web Adjutant

  • Click on the Setup page button



  • Click Export Settings after making the selections

  • Right Click on the success message and save the link

How to Import User Page Settings

  • Sign in to Web Adjutant

  • Click on the Setup page button



  • Check the box to replace the existing file (Leave the box unchecked to add as a new file)

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