Clone a User ID

Cloning User Permissions is a great time saver! 

Set up one User ID with permissions and click the Clone User Permissions button to create more users with the same permissions. For example, when a new Office Staff member is hired and you want to be sure they have the correct User Permissions, clone another Office Staff member's User Permissions.

  1. Go to the Gear (icon) >  Settings > Users & Permissions (left menu) > select a User ID under Manage Users.
  2. Click the User ID link to access the profile of the User ID whose permissions you want to clone.

  3. Click the Clone User Permissions button.

  4. Enter the New UserID.
  5. Enter a New Password and re-enter it.
  6. Enter the First Name and Last Name of the User.
  7. Add the New User Email for the user.
  8. Select the Role(s) of the User in your organization and choose a Match to a staff person from the drop-down list if applicable.
  9. Click Save and OK in the confirmation window.
    • The cloned user's User Details page opens, add additional information as needed.
  10. Click Save Changes.