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Copy/Clone User

Enterprise

Copy/Clone User helps you take one source user from User Manager and either create new users from that source, or copy selected access and ownership-related items to existing users.

How to Launch​

  • Modules Menu -> User Manager -> select one user -> Copy/Clone User
  • Modules Menu -> User Manager -> select multiple users -> Copy/Clone User

When you select multiple users, the first selected user becomes the source user and the remaining selected users are preloaded as copy targets.

Overview​

The dialog has two modes:

  • Copy User copies selected access, memberships, ownerships, and optional record details from the source user to existing users.
  • Clone User creates new users using the selected source user as the template.

The source user summary at the top shows the current source user's name, profile, role, username, email, department, and title.

Copy User​

Use Copy User when the target users already exist.

Steps​

  1. Keep User Action as Copy User.
  2. Use Add User and search for one or more target users.
  3. Choose Copy Record Details if you also want to copy selected User record fields.
  4. Enable Reset Access/Assignments if you want Brobench to first add missing source access and then remove target access that does not exist on the source user.
  5. Select the access, membership, and ownership items to copy.
  6. Click Copy.

Select What to Copy​

Copy Record Details is available only in Copy User mode.

  • None: does not copy User record fields.
  • Important Ones: copies Profile, Role, Manager, Department, and Title.
  • All: copies all supported updatable User fields except values blocked by Salesforce metadata rules.

Select other Copy Items to be copied over.

Keep in Mind

If you select Reset Access/Assignments, it will remove the Permission Sets or Permission Set Groups from the target users that are not present on the source user.

Review Results​

After Clone or Copy, the dialog shows a review summary for each selected item and target user, including counts for added, removed, skipped, warnings, and errors.

Clone User​

Use Clone User when you want to create new users from the selected source user.

Steps​

  1. Switch User Action to Clone User.
  2. Enter target user values for Email, First Name, Last Name, Username, and Alias.
  3. Click Add User to add more rows when cloning multiple users.
  4. Optionally click Import Users to load users from CSV or TSV content.
  5. Select the access, membership, and ownership items you want to copy from the source user.
  6. Click Clone.

Import Users​

The import dialog accepts either a file or pasted CSV/TSV content.

Supported column names include:

  • Email, email, Mail, mail
  • First Name, FirstName, First, first
  • Last Name, LastName, Last, last
  • Username, UserName, User Name, username
  • Alias, alias

If email is provided, the dialog attempts to prefill missing first name, last name, username, and alias values from that email.

Notes​

  • First Name, Last Name, Email, Username, and Alias are required for clone rows.
  • The new users use the source user's profile.
  • Usernames must be unique within the import request and must not already exist in Salesforce.
  • Clone uses the source user's creatable User fields as the template, but unique and external-id style fields are cleared before insert.