Overview
If you manage more than one account, you can copy users from one account to another without deleting them from the original account.
You can:
Copy a single user and choose whether to include results
Copy multiple users in bulk (with results)
Move users completely to another account
Key differences
Copy (single user) – Choose whether to include results
Bulk copy – Always includes results
Move – Removes users from the original account
Overwrite option – Replaces existing results in the target account
Copy one user with/without their results
Control whether assessment results are included.
If you want to be able to decide whether to include results, you must copy the user directly from their user profile.
Go to the All Users tab
Select the user you want to copy
Click on Full profile
Open the User tab
Scroll to Copy user to another account in your control
Click Open
Select the target account
If you do not want to copy their assessment results:
Leave the Include results toggle turned off
If you want to copy their assessment results as well:
Turn on the Include results toggle
If the user already has results in the target account and you want to replace them:
Turn on the Include results toggle
Select Overwrite
8. Click Copy
You’ll receive confirmation once the process is complete.
Copy multiple users to another account
Transfer users in bulk (results included automatically).
Go to the All Users tab
Select the users you want to copy
Click on More Actions
Select Bulk copy users with results
Select the target account
Select Overwrite if necessary
Click Confirm
Once completed, you’ll receive a confirmation email.
Note: Bulk copy always includes assessment results.
Important: Users who have not completed any assessments will not be copied. Only users with assessment results can be transferred.
Move users to another account
Transfer users and remove them from the original account.
Unlike copying, moving permanently removes users from the source account.
Go to the All Users tab
Select the user(s) you want to move
Click on More Actions
Select Bulk copy users with results
Select the target account
Choose Move
Click Confirm
You’ll receive a confirmation email once the move is complete.
