Overview 

This article will show you how to create a New User from a copy of an existing user.

Important Note

Users copied from existing users will automatically receive the same access and classification as existing users. If new users need different access capabilities or classifications, these settings must be adjusted manually.

Instructions

1. Navigate to the User Menu > Site Settings
   
   
   
2. Select User and Global Settings 
   
   
   
3. Select Users 
   
   
   
4. Select the Edit tool (pencil icon) next to the user you wish to copy
   
   
   
5. Select the Copy User button
   
   
   
6. Fill in the selected User Details fields
   
   
   • Email/User ID: Input the New User's email address to serve as a User ID
     • Note: You must input a valid email address to create a New User
   • First Name: Enter the user's first name
   • Last Name: Enter the user's last name
   • Phone Number: Enter the user's phone number
   • Title: Enter the user's title/job position
     
     
7. Edit Department, User Settings, User Classification, and User Access as desired
   
   
   • Department: Choose the user's department
     
     • Note: User Access settings will copy from the existing template. Scroll down to make any necessary edits.
   • User Settings: Check all appropriate boxes to label the new user as Active, to give them Access to User and Global Site Settings and Zendesk, or to Hide them from staff lists
   • User Classification: Choose the user's classification
     
     
8. Select Save Changes to save the New User