Copy a user

Users with the Manage District Settings user permission can copy all roles, permissions, and approval paths from a user to another user. This copies all information to a new user without removing it from the original user. You must add a user before you copy to or from them. 
You can also replace a user.

To copy a user:

1. Select Users > Manage Users. The Manage Users page appears.

   

2. Select Actions > Copy User. A pop-up appears.

   

3. Do the following:

   a. Select the user you want to copy from.

   b. Select the user(s) you want to copy to.

   c. Select what you want to copy:

        • Copy Admin Permissions

        • Copy Roles

        • Copy Additional Notify

        • Copy Approval Paths

4. Click Save.