The Clone Profiles feature in the Partner Portal is the secret weapon of Red Cactus partners. Why? Because it allows you to roll out a configuration to all selected users under a customer account in no time. With just one click, you can configure 1,000 users as quickly as configuring a single user! To exclude or replace specific user information, templates can be created.
It could be even clearer!
Do you need a template for the CRM integration you're configuring? It was already in the Knowledge Base guide, but let’s make it even clearer! Simply check the "Features" tab in the Knowledge Base. If you see a cross next to "Clone Template," you can skip the template. If there’s a green checkmark, then a template is the way to go. For more details, click here to explore the Knowledge Base.
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