Copying a User Group

There may be instances when you want to create a new user group with some or all of the members of an existing one. In this case, you can create a new user group by copying an existing one. To copy a user group:

Note: Components (e.g. views, schedules) which are assigned for the original group are not duplicated during this operation.

1. Open the User Groups configuration page from the Admin Center.
2. Locate and select the user group that you want to copy.
3. Note: Use the search field to enter a full or partial search for the group name or description.
3. Click Copy. A new user group record is created with the name "Copy of {selected user group}".
   
4. (Optional) Change the Name and Description of the user group and then go to the User List tab and add or remove users as necessary.
5. Note: You must choose a unique name for your user group. If the name is the same as an existing user group, the system will prompt you to use a unique name upon save.
5. (For Manual user groups only.) Go to the User List tab and add (page 1) or remove users (page 1)as necessary.
6. (For Automatic user groups only.) Edit the rules under the Properties tab (page 1) as necessary to make changes to the membership list.
7. Note: Changes in membership based on modified rules are only reflected upon save.
7. Click Save.
8. Note: If you do not wish to save the changes you have made, click Exit instead of Save. A confirmation message is displayed to let you know that changes have not been saved. Click Discard. The changes are not saved.

Once the new record is saved, you can assign the user group to views, schedules, FIM packages.