Cloning a user

Users can be cloned. For example, if you have two members of staff who work in finance and want to see the Financial Status page, you can clone an existing user with the relevant permissions instead of creating a new user from scratch.

To close an existing user:

  1. Select the user you wish to clone from the list of users.

  2. Click Clone Selected User.

    This will retrieve the selected user's assigned merchant codes and permissions and pre-populates them for the cloned user to use.

  3. Make the required changes to the password, merchant codes and user roles.

    For more information, see Roles and permissions.

  4. Click Save User.

The new user will appear in the list of existing users.

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