System administrators, user managers
- Know how and when it is best to clone a user in Project Insight
If you have added at least one user in the system and entered all of the information in the tabs, you may add new users using the ‘clone a user’ functionality. This is particularly useful if the new team member has similar roles, skills and rates.
To do so, right-click on the team member’s profile that you wish to clone, and select the ‘add cloned user’ option.
This will automatically populate the new team member’s profile based on the existing user's information.
You will need to input the new team member’s first and last name, as well as email address. You may then ask Project Insight to auto-generate a password and email it to the new user.
If you need to, you can change any existing information in the tabs, then click save.