Accounts

Copying an Existing Account

To copy an account, select the Copy symbol next to the account. The account appears in the list with a “Copy of <Account Name>.” Select the account. Change the account name, and set up users and roles as applicable.

The copied account will have the same Customer Number and licensed products as the original account.
Initially, the person copying the account will be the only user in the User list. Users can be added.
Roles and permissions of the person copying the account will default into Roles and Permissions. Roles/Permissions can be added, and existing Roles/Permissions can be deselected.