How to Clone an Existing Representative?

Modified on: Wed, 2 Aug, 2023 at 9:11 AM

If you want to create a new Representative user that can mirror the same client list and permissions of an existing Representative, it can now be done using the 'Clone Representative' option.

Step-by-step guide:

Step 1: Go to the Users tab, right click on the Representative that you want to Clone, and select 'Clone Representative' under 'Actions'.

Clone Representative

Info! You can also perform the same action by selecting the representative to be cloned and selecting the Actions button on the top right and clicking on 'Clone Representative'Clone Representative through Actions

Step 2: Populate the content in the Clone Representative box.

  • Enter the first name, last name and email of the new representative.
  • Permissions field cannot be edited at this step. All Permissions will be cloned automatically from the primary representative that you chose.
  • Click on 'Save'

Clone Representative Box

Step 3: An activation email will be sent to the new representative from

  • Once the rep is onboarded, he/she will have the same permissions as that of the cloned rep.

Info! The new representative permissions can be further edited once the rep is created by right clicking on the rep name and selecting 'Edit User'.

IMPORTANT! If the permissions are changed for the primary rep, it won't be reflected in the cloned rep.

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