How to Quickly Copy Settings From Another Account
To expedite adding accounts, you can copy the group, clearing identities and clearing identities and fee plan settings from another account in your instance by using the "Copy Settings From" feature.
Step 1: To quickly copy the settings from one account to another, navigate to the Accounts / Overview page of and select the account you would like to update.
Step 2: Find the "Copy Settings From" fielddrop-down on the Accounts / Overview page, choose the correct account you would like to adopt settings from and click Copy.
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The "Copy Settings From" feature also appears when manually creating a new account on the Accounts page, after clicking the Add Account link.
