Duplicate Resources

Depending on your role in WorkBook, you can create duplicates of resources in Resources. For example, when you have a new Account Manager and you want them to have the same access rights and settings as an existing employee. For employees, you can also create duplicates from the employee card.

Note: You must have permission to add, delete, and modify resources to complete this task.

To duplicate a resource:

1. On the main toolbar, click Resources .
2. Select the resource that you want to duplicate by completing any of the following actions:
   • In the Search in Grid field, enter the name of the resource, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select the resource type as your filter, and select the resource from the grid. For example, you can use Clients as the filter and then select the client name from the grid.
3. On the grid toolbar, click the grid options menu , then click Duplicate Resource.
   WorkBook displays the dialog box that corresponds to the type of resource that you want to duplicate. For example, if you are duplicating a client, WorkBook displays the Duplicate Client dialog box.
4. Use the fields and options in the dialog box to define the duplication settings.
5. Click OK.