Copying a Customer Portal Configuration

1. Navigate to Administration > Settings > Utilities.

   The Utilities screen will appear.

   
   

   Utilities screen

2. On the Utilities screen click on the Copy Customer Portal Configuration link.
   The Copy Customer Portal Configuration screen will appear.

   
   

   Copy Customer Portal Configuration screen

3. On the Copy Customer Portal Configuration screen, type in a From User.
   - or -
   Click on the Search icon, the User Selection screen will appear.

   
   

   User Selection screen

4. Click on a User.
   The Copy Customer Portal Configuration screen will appear with the selected user in the From User field.

   
   

   Copy Customer Portal Configuration screen

5. Type in a To User.
   - or -
   Click on the Search icon, the User Selection screen will appear.

   
   

   User Selection screen

6. Click on a User.
   The Copy Customer Portal Configuration screen will appear with the selected user in the From User field.

   
   

   Copy Customer Portal Configuration screen

7. Click the Save button, to copy the user portal configuration.

   
   

   Updated Copy Customer Portal Configuration screen