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Clone or replace a user

If you need to clone or replace a user and copy over their settings, you can do this within a few simple steps.

Written by Cristian Bolba

To clone or replace a user, you must have access to Organisation administration, and purchaser users. If you do not have this access, please contact your Head Office directly to request they action the changes for you.

📌Note: The clone feature is only available for non Access Evo customers or customers with mixed authentication.

  1. Click the Admin Cogs along the top bar.

  2. Click Organisation Administration, then click Users,

  3. Using the search box locate the user and click the Clone Replace icon.

  4. Fill in the required details for new user

    • Forename.

    • Surname.

    • Email address.

    • Username.

  5. Choose the operation type clone or replace from the list.

    • Clone will copy the users settings including sites, mini market, departments and favourites keeping the original user active.

    • Replace will copy the same settings with addition of moving dishes and recipes permanently to the new user.

  6. Use the check boxes to choose what is copied:

    • Associated Sites and Roles.

    • Associated Mini Markets.

    • Associated Departments.

    • Favourite Lists.

  7. Click the Create button to confirm.

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