Overview
Admins have different options when creating new Users. Cloning a User allows Admins to duplicate the settings of an existing User with different credentials. This process can save Admins ample time as they can avoid the tedious process of manually configuring each detail.
Contents
Clone a User
1.) Click the Account main menu.
2.) Click the Users menu option.
The Show Users page will open.
3.) Find specific Users with the Filter By and Order By fields.
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(A) Filter By options include:
- Email: Filter Users by Email address.
- Extension: Filter Users by their unique extension.
- Last Agent Activity: Filter Users by the last time they logged into the Agent Interface.
- Last Login: Filter Users by the last time they logged into the Admin App.
- Level: Filter Users by Access Control Level, such as Super Admin, Admin, Manager, and Agent.
- License: Filter Users by whether they have a License to access the Agent Interface: Assigned or Not Assigned.
- Name: Filter Users by their Name in the system.
- Status: Filter Users by their Status, Active or Inactive.
- User ID: Filter Users by their identification number.
- (B) This field and its choices depend on which option you select in the drop-down in part A.
- (C) Click the Add Filter to configure additional Filters.
- (D) Order By options include Email, Extension, Last Agent Activity, Last Login, Level, License, Name, Status, and User ID.
- (E) You can choose Ascending or Descending from the second drop-down.
4.) Click the Search button.
5.) Click Clone in the Action gearwheel drop-down.
The Clone User page will open.
6.) Configure the new User:
- Clone First Name: Enter the User's first name.
- Clone Last Name: Enter the User's last name.
- Clone Email: Enter the User's email. This email will receive the User's login credentials and voicemails.
- Clone Password: Enter the User's password. The password must be at least 12 characters long, contain at least one uppercase letter, one number, one special character (!,@,#,$,%,^,&,*), and must begin with a letter.
7.) Click Clone User.
A Notice will appear to let you know it may take up to 15 minutes to create the clone. You need to allow 15 minutes before the User can login.
8.) Click Close.
The User Settings page for the new User will open.
- See the User Settings Tabs section in Add/Create a New User to learn more about the available settings.
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