What “Duplicate Account” does
Duplicating a portal creates a new account that:
Keeps branding and account-level settings
Copies only the modules you select
Lets you reuse structure (tasks, files, pages, etc.) without affecting the original
This is useful for:
Reusing a proven client setup
Creating templates
Spinning up similar client portals quickly
How to duplicate a portal
Go to the Accounts page
Click the three dots (•••) on the account you want to copy
Click “Duplicate Account”
Configure your duplication settings
Click “Duplicate account”
Duplication settings explained
1. New Account Name
Defaults to: Copy of [Original Name]
You can rename this before creating the duplicate
2. Modules to Copy
You can choose exactly what gets carried over:
Dashboard
Copies memo pad content and widget layout
Files
Copies files, folders, and folder access rules
Tasks
Copies:
Tasks and subtasks
Sections
Collaborators
Reminders
Attachments
Service Showcase
Copies:
Service status
Detail values
Ordering
Assignee overrides
Custom Pages (Embeds)
Copies:
Embedded content
Page structure and ordering
Team Members
Copies:
Internal team access
Notification settings
Portal Members
Brings over all clients with external access. If you do this, next time they log in they will be asked to choose between which account they would like to be in.
Important behavior
The duplicate is fully separate from the original
→ Changes do not sync between them
You can create a partial duplicate
→ Only select the modules you want
Permissions and access rules are preserved within copied modules
When to use duplication vs starting fresh
Use duplication when:
You have a repeatable workflow
You want consistent structure across clients
You need speed
Start fresh when:
The new portal is significantly different
You don’t want any inherited structure or data
Beta notes
This feature is currently in beta.
Behavior is actively monitored
Edge cases may exist with complex data setups. We are collecting error diagnostics, so if you encounter one we have been alerted already.
Troubleshooting
Duplicate missing data?
Confirm the module was selected before duplicating
Members not appearing as expected?
Check whether they were included under:
Team Members
Portal Members
Unexpected structure?
Some modules (like Tasks or Files) bring nested data (sections, folders, etc.)
See something really wrong? Please let us know!! We will investigate and fix.