User Management Users

PLEASE NOTE: These instructions are used specifically for the new User Management interface. This feature is not available on the classic interface.

If you’d like to discuss upgrading to the new User Management interface, you can chat with one of our agents below or send an email to support@zerionsoftware.com and someone will reach out to you ASAP.

Table of Contents

• User Management: How do I clone a user?

Also, check out:

• User Management: How do I create a user?
• User Management: How do I edit a user?
• User Management: How do I add a user to a User Group?

How do I clone a user?

Cloning a user allows you to copy a user's assignments and/or groups as a single batch action. To clone a user in the User Management interface, please follow the instructions below.

STEP 1. From the Admin Portal, click the Mega Menu and select User Management.

STEP 2. Search for the user you wish to clone.

STEP 3. Click the "eye" icon for the user you'll be cloning.

STEP 4. Review the user's Assigned Policies and Assigned Groups to confirm that is what you want to clone. Then on the bottom right, click the Clone button.

STEP 5. Enter the following information:

• Username (required)
• Email (required)
• First Name
• Last Name
• Password (required)
• Confirm Password (required)

PLEASE NOTE: If you plan to use the iformbuilder.firstName or iformbuilder.lastName built-in function, you'll want to add in the First Name and Last Name fields even though they are not required when creating a user.

STEP 6. Once the information is entered, click Review and Save at the bottom right.

You can also click Assign Policies next to the Review and Save button or the Policies button after General Information if you want to update the policies being cloned.

STEP 7. Review the information and confirm the Policies and/or Groups are what you want to clone for this new user. Then click Create.