Copy a Group

You may find that you need to create a new group that's similar, but not identical to an existing group. If so, you don't need to start from scratch. Just copy an existing group and edit its members or roles (permissions) to fit your new requirements.

To copy a group:

  1. On the upper right of any application page, click your name. Within the menu that displays, select Edit User Profile.

  2. Within the Groups I'm In box, click the name of the group that you want to copy.

  3. On the left side of the page, click Copy This Group.

To copy a group (as a Billing Account Administrator):

  1. On the My QuickBase page, click Manage your billing account, and then click the Groups tab.

  2. In the Group Name column, click the link for the group you want to copy.

  3. On the left side of the screen, click Copy this Group.

Note: When you copy a group, QuickBase adds the prefix "CopyOf_" to the second part of the name of the new group. For example, a copy of company.managers group would be company.CopyOf_managers. To change the name, return to the Groups I'm In box and click Edit Group Properties (or, if you're a Billing Account Manager, click the name of the group and click Edit Group Properties.

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