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Copying Users

Quick Steps to Copy a User

  1. Select the User tile from the Dashboard.
  2. Use the search bar to find an existing user to copy and select that user.
  3. Select the vertical ellipses from the User card and select Copy User or User Details to open the User record. 
  4. Click the Hamburger icon, then select Copy User.
  5. Complete the required fields on each page
  6. Select Submit to complete the account copy once all required fields have been entered.


Copy User on the user card in the User Search page.

Copy User from the User Details page.


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