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Duplicate a member’s settings
Start a new member record using an existing combination of role, pages and numbers.
Before you start
- Be the account owner or a Manager with access to the Team page.
Step by step
Open More actions on the source member’s row and choose Duplicate.
Replace the copied name with the new person’s name. Review phone, job title and color.
Enter the new person’s email and password if panel access is needed.
Explicitly review role, pages and numbers before saving.
Check your result
A new member is created with the reviewed settings.
What you need to know
- Email and password are not copied.
- Duplication does not replace scope verification: make sure the new record was not accidentally set to All numbers.