Clone a User ID to easily create a new User ID with the same permissions

Issue/Question

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Can I create a User ID template so I don't have to select all the permissions each time I add a User ID for someone with the same role?

Resolution

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When you need another User ID with the same permissions as an existing one, you can clone the User ID to quickly create a duplicate with identical permissions.

1. Go to the Gear icon > Settings > Users & Permissions.
2. Click the link in the User ID column to open the profile of the User whose permissions you want to clone.
3. Click Clone User Permissions.
4. Enter a New User ID.
5. Enter a New Password and Re-enter Password to confirm.
6. Enter the First Name and Last Name of the user.
7. Add the New User Email.
8. Select the Role(s) this user will perform.
9. Match to a staff person from the drop-down list if applicable.
10. Save and click OK to confirm the clone was successful.

⚙️Note: User Permissions may limit access to this feature or functionality.