.profile while retaining all of their permissions, assigned roles, and accreditations. It is an effective tool for handling last-minute on-site additions or rapidly provisioning entire crews.
1. Common Use Cases: Why Duplicate a Profile?
Member duplication addresses two primary operational needs:
Last-Minute Additions (+1s / Guests): A volunteer, VIP, or staff member arrives with an unregistered companion who requires the exact same operational access or credentials.
Batch Crew Generation via Template Profiles (e.g., Security Guards, External Contractors): When you do not have an advance roster of individual names, you can configure a single template profile with the required accreditations and assigned company details. Then, duplicate it in bulk (e.g., 20 or 50 copies) to provision your target headcount without having to format or upload a CSV file.
2. Step-by-Step Manual Duplication Process
Navigate to the Members module.
Locate the member or template profile you want to replicate.
Click the actions menu (three dots) on the member's row.
Select Duplicate.
Enter the desired quantity of copies (e.g., enter 2 to generate 2 duplicate profiles).
Update Names and Details: The new profiles are created with identical access rights. Turn on Edit Mode directly in the table view to update the first name, last name, and contact details for each newly generated record.
3. Automating Duplication (+1s / Companions in Registration Forms)
You can automate profile cloning when a registrant indicates they are bringing a guest or companion on their intake form:
Open the Automations module.
Build a new automated rule with the trigger condition: If a member belongs to view [e.g., Answer "Yes" to "+1 Companion" field].
Set the resulting action to: Duplicate Member.
The system references the dedicated custom field filled out on the form (e.g., the companion's email address) to assign identity details to the newly generated profile.