Cloning user groups

Administrators can clone, or duplicate, a global or project user group to create a new group using the same information and members as an existing group.

Tip:  Main managers who do not have access to the Admin area can only clone project groups to add new project groups. See Cloning project user groups.

1. Click Admin.

The Admin area opens.

2. Click Groups.

The Groups list opens.

3. Select the group to clone.

4. Click Clone.

The New user group dialog box opens.

5. Enter the Group name for the new group. You must use a unique name that is not already used as a global or project group name. The default name is the existing group name prepended with 'Clone of'.

6. Enter the Sorting name for the new group.

7. If you are adding a project group, select the project you are adding it for. If you are adding a global group, make sure (Global group) is selected. indicates a global group and indicates a project group.

8. Make any changes to the group members.

Select a user in the Available users list and click > to add them to the Selected users list. Use the Find field to search for a user. To remove a user from the group, select the user in the Selected users list and click <.

9. Click OK.

The group is added.