Adding users by cloning an existing user record

  • Updated

This article is written for: Zello Work Zello Friends & Family.

Zello's cloning feature allows admins to quickly add new users that share the same sets of configurations (channels, permissions, roles, contacts, etc.) to their network. The cloning feature can be used in two ways: 

  • Via a user's record (best if cloning one or a few users)
  • Via the import tool (best if cloning many users at once)

Cloning copies a user's record in its current state, but the cloned record will not maintain any association with the original thereafter. Cloned records are independent of the originals; any changes made to the original record after you've copied it will not affect the clone. 

Cloning a Single Record

This method is best used when cloning one or a few records. If cloning many records, we recommend opting for the import method

To clone a single record/create a single user:

  1. Sign in to the management console at [yournetworkname].zellowork.com.

  2. Select Users from the taskbar. 
    Screenshot 2024-07-25 at 4.57.39 PM.png

  3. Click the checkbox to the left of the username you'd like to clone. Then click Clone
    Screenshot 2024-07-25 at 4.55.31 PM.png

  4. Enter the username and password for this new user. Then click Clone.
    Screenshot 2024-07-25 at 4.56.58 PM.png

Cloning via the Import Tool

If you need to add many users that carry the same permissions to your company's network, consider utilizing Zello's import tool in conjunction with the cloning method. To do so, you'll add a clone_from column to your CSV, and specify in that column which user's record you'd like to use as the source. 

To clone users via the import tool:

  1. Sign in to the management console at [yournetworkname].zellowork.com.

  2. Select Users from the taskbar.
    Screenshot 2024-07-25 at 5.25.11 PM.png

  3. Click Import Users.
    Screenshot 2024-07-25 at 5.26.01 PM.png

  4. Create a .csv file that includes, at a minimum, username and clone_from columns. Add additional columns—such as email and full_name—to the .csv to override the original record's values. 

    Please note: The clone_from column should include the username of the record you'd like to clone. In the example below, a new user named "admin2" is being cloned from a user named "admin."
    Screenshot 2024-07-25 at 5.32.39 PM.png

    Since override values have not been entered for "admin2"—i.e. the columns have been left blank—this new user will be assigned the same values as "admin." This includes the username, password, email, full_name, job_title, etc. 

  5. Click Choose a file. Upload your .csv, then click Proceed.
    Screenshot 2024-07-25 at 8.12.40 PM.png

    If any username entered in the clone_from column is invalid, the import will fail. If this happens, confirm the username is entered exactly as it appears in the management console.