Help CenterThe Copy Account feature is a powerful administrative tool that enables you to duplicate user settings from one account to another. This functionality allows administrators to quickly replicate access permissions and configuration settings between users without having to manually configure each setting individually.
Benefits
- Significantly reduces the time required to set up new user accounts by eliminating repetitive manual configuration.
- Ensures uniform settings across multiple user accounts, maintaining standardized access levels and configurations.
- Minimizes the chance of configuration mistakes that can occur during manual setup.
- Facilitates quick account adjustments when users change roles or responsibilities within the organization.
-
At the desktop site’s navigation bar, go to User Management, and select the Copy Account.
*Note: You must have access to User Management menu to perform this action. Please request permission or help from your admin if you do not have access to the menu.
-
Click on the expand button and select the user you would like to copy settings from and apply settings to.
*Note: List of users are based on Activated and Deactivated users. Deleted users are excluded.
-
Select the required copy option(s). Choose both if necessary.
Access Permission(Assign) User Configuration Settings Customers, Projects, Jobs, etc. that are Assigned to the existing user will be Assigned to the new user as well. This will copy all user account customization settings of the user to the selected user. 
- Click on the “Start Copy” button and click “Yes” to copy the account.
Related Articles