Cloning a User

If you are setting up a new user who should have the same access an existing user, follow these steps

Step 1:

Go to Setup / People. Enter the new user's name and email address. In the Clone From dropdown, select the existing user that you want your new user to have the same settings as. 

When 'Clone From' is selected, the new user will:

  • Have access to the same departments
  • Receive the same reports
  • Be part of the same "Team" (if applicable)