Clone a child organization in Command Center to copy settings to a new child organization.
Read more about company structure and parent-child organizations here.
How Cloning a Child Organization Works
When you need to create a new child organization, clone an existing organization. If this is your first child organization, clone the root organization instead.
✅ Here's what will copy to the new org:
- Org-level features such as billing, in-house notary, and overflow settings
- Notary instructions
- Payer settings
- Contact email for the account
Certain settings may not transfer depending on how they're controlled. If you cloned an organization and it's not behaving as expected, contact your Customer Success Manager (CSM) or our Support team for assistance.
❌ Here's what will not copy to the new org:
- EasyLinks
- API keys
- Integrations
- OAuth
- Users
- Templates
Clone a Child Organization
- Click Company Directory from the navigation on the left.
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Click Create New Organization in the upper right corner.
- Type the name of the new organization in Child Organization Name.
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Select the parent organization from the Parent Organization dropdown list.
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Select the organization to copy settings from under Copy Settings From.
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Click Create Organization in the lower right corner.
The new organization appears in your Company Directory. Click the new organization's ID number to open it and review or adjust settings for the new organization as needed.
Summary Checklist
- Create a new organization in Command Center by copying settings from an existing org
- Review and update settings after cloning, if needed
- Contact your Customer Success Manager or contact sales if you're interested in Command Center
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