> ## Documentation Index
> Fetch the complete documentation index at: https://help.cloudtalk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Copy User Settings

> Create new users and groups with ease using our "load existing" function

> [!NOTE]
>
> Here's how to copy the configuration for existing users and groups as a shortcut for creating new ones.

**User Level**: Admin

***

## The Load Existing Function

For a quick and painless way to add new groups or individual users to your CloudTalk account, you can **load existing** configuration settings based off another user or group you have already added. In the case of adding new users, this function can be combined with our [bulk upload](https://help.cloudtalk.io/en/articles/8294955-bulk-upload-users.md) feature to streamline the process of adding in multiple users at once.

### Copy Settings for User

These steps can be used to create any of our user roles: admin, supervisors, agents, or analysts. You'll just want to make sure the user you copy settings from is the same role as the user you want to add.

#### Steps

1. From the [dashboard](http://dashboard.cloudtalk.io), navigate to **Users**.

2. Select **`+ Add user`**.

   ![](https://mintcdn.com/cloudtalk/9VIELngG1B1_Y1Cb/images/help-center/articles/8299969/5fea393b5d89-screenshot-2024-12-16-at-12-30-03.png?fit=max\&auto=format\&n=9VIELngG1B1_Y1Cb\&q=85\&s=79dcadc989ad4d83963b2001f2e6902a)

   1. **Optional:** Use **`Bulk user upload`** to add a batch of users of the same type.

3. Fill in the *Basic settings* section with the basic information of your user.

4. Select **Load existing** in the top right.

5. Start typing a name and select a user you want to copy settings from.

   ![](https://mintcdn.com/cloudtalk/9VIELngG1B1_Y1Cb/images/help-center/articles/8299969/e08105f03f5e-screenshot-2024-12-16-at-12-33-02.png?fit=max\&auto=format\&n=9VIELngG1B1_Y1Cb\&q=85\&s=e80f93d752d08950da2ef42dbc70a9cc)

6. After you select a user, the *Advanced settings* tab will open with the copied setup, where you can make any necessary adjustments.

   ![](https://mintcdn.com/cloudtalk/9VIELngG1B1_Y1Cb/images/help-center/articles/8299969/e7cf1e761350-screenshot-2024-12-16-at-12-34-36.png?fit=max\&auto=format\&n=9VIELngG1B1_Y1Cb\&q=85\&s=9e5d2842fbfb2449782525e6507425e8)

7. Add or create any necessary *User skills*. If relevant, check the *SIP login details*. (You can toggle the automatic outbound number on or off.)

   ![](https://mintcdn.com/cloudtalk/9VIELngG1B1_Y1Cb/images/help-center/articles/8299969/ee9f4f1e10e5-screenshot-2024-12-16-at-12-35-35.png?fit=max\&auto=format\&n=9VIELngG1B1_Y1Cb\&q=85\&s=f1591290781dcee0e32bde5090df44e8)

8. **`Create user`** to finalize changes to your new user.

### Copy Settings for Group

1. From the [dashboard](http://dashboard.cloudtalk.io), navigate to **Groups**.

2. Select **`+ Add group`**.

3. Fill in the *Basic settings* and assign users to your group. (You can also choose to assign tags for VIP contacts.)

   ![](https://mintcdn.com/cloudtalk/9VIELngG1B1_Y1Cb/images/help-center/articles/8299969/488a5d673edb-screenshot-2024-12-16-at-12-42-26.png?fit=max\&auto=format\&n=9VIELngG1B1_Y1Cb\&q=85\&s=7a25c5d0c7657c0bb3b69037c46ac378)

4. Select **Load existing** in the top right. Type and choose an existing group to base advanced settings off of.

   ![](https://mintcdn.com/cloudtalk/9VIELngG1B1_Y1Cb/images/help-center/articles/8299969/d9e81d7a86b7-screenshot-2024-12-16-at-12-48-47.png?fit=max\&auto=format\&n=9VIELngG1B1_Y1Cb\&q=85\&s=7a91d52a4244442b18dd83e2bc45a23d)

5. Navigate to the *Advanced Settings* section to check what has copied and make any necessary adjustments.

   ![](https://mintcdn.com/cloudtalk/9VIELngG1B1_Y1Cb/images/help-center/articles/8299969/23cb7c93bb6f-screenshot-2024-12-16-at-12-47-02.png?fit=max\&auto=format\&n=9VIELngG1B1_Y1Cb\&q=85\&s=54e449b95fcf820092638528ae04d64e)

6. **`Create group`** to finalize settings for your new group. It will now be ready to use in call flows.

***

*Need help or have a question?* Just reach out through our [Support portal](https://support.cloudtalk.io/hc/en-us/requests/new?ticket_form_id=26305535257884) — we’re here for you.


## Related topics

- [Users, Groups, and Contacts guide](https://help.cloudtalk.io/en/articles/10551915-users-groups-and-contacts-guide.md)
- [Access Settings for Call Data](https://help.cloudtalk.io/en/articles/9319155-access-settings-for-call-data.md)
- [Duplicating a campaign](https://help.cloudtalk.io/en/articles/17025696-duplicating-a-campaign.md)


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