If you have multiple offices using the same app you may want to give each office their own set of rooms.
For example, you have an office in Boston and another office in Chicago. You want both offices to have their own calendar and announcement rooms. The rooms for both offices will have the same settings and use the same folder structure and forms.
To save time, once you create the room for the first office, you can clone it for the other office. The cloned room will have the same folders, forms and settings as the original room, however, posts, owners and members will not be cloned.
You must be an App Admin or Super Admin to perform the steps below.
Clone an Existing Room
- Login to the app
- Locate the room you'd like to clone
- Select the Settings tab
- Under Options click Copy room settings
- From the drop-down select the name of the category on the left navigation menu where the room should appear
- Click Confirm
- After clicking confirm, you'll see the room creation wizard. As you go through the various steps of the wizard, you'll be able to change various settings.
- On the details tab you can change the name, description, avatar and room banner to reflect the information of the new room
- The folders tab lists all of the folders and forms of the room you've cloned. You can remove folders by clicking the x next to the folder and you can add new folders/forms by selecting add new folder.
- The settings tab has all the settings of the room you cloned.
- On the invite tab add the owners and members. Room owners and members are NOT cloned from the original room and need to be added.
- After clicking confirm, you'll see the room creation wizard. As you go through the various steps of the wizard, you'll be able to change various settings.