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      Groups - Cloning

      Cloning a Group's Members and Folder Access

      Privileges Required for Cloning an Access Group

      This feature is designed for users with the following privileges:

      • Site Administrators (Role Group)
      • User Administrators (Role Group)

      Only these two roles have the ability to clone existing Access Groups.

      Important Note Regarding Access Group Cloning:

      Assigning a user as a User Administrator (Role Group) will allow the user to:

      • Clone previously created Access Groups.
      • Add members to the cloned Access Groups.

      The ability to manage folder permissions for a cloned Access Group is limited to:

      • Site Administrators (Role Group)
      • Users with both User Administrator and File Administrator privileges (Role Groups).
      • Group Managers with both User Manager and File Manager privileges for the cloned Access Group

      Ensure the appropriate permissions are assigned to allow folder permission management for cloned groups.

      How to Clone an Access Group

      To create a duplicate of an existing Access Group with the same members and folder permissions:

      1. Navigate to the "Groups" section from the left-hand menu of the web application.
      2. From the list of Access Groups, locate the group you want to duplicate.
      3. Check the box next to the desired group.
      4. Click the Clone button to create a duplicate with identical members and folder permissions.





      Enter a unique name for the new group, then choose whether to enable or disable the “Clone the access” and “Clone the members” options. Once your selections are made, click “Save” to create the cloned group:

      When cloning an Access Group, you can choose to duplicate both the group’s members and folder access permissions, or just one of these elements: 

      • If both "Clone the access" and "Clone the members" options are enabled, the new group will have the same members and folder permissions as the original group. 
      • If only "Clone the access" is enabled, the cloned group will retain the same folder permissions, but you’ll need to add members manually under the Members tab. 
      • If only "Clone the members" is enabled, the group’s members will be duplicated, but you’ll need to add folder permissions under the Access tab. 
      • If neither option is enabled, an error message will appear when you attempt to save the cloned group. 

      Note: The Group Manager from the original group will be added as a regular member in the cloned group. You will need to assign a new Group Manager (this can be the same member if desired).