What can you do with the tool?

Keep your clients in sync by copying settings between clients.

Set up once. Roll out everywhere.

The Admin Tool makes it easy to keep client settings and configurations up to date. Copy the latest setup from a template account or another client to one or several existing clients — without having to repeat the work manually.

Perfect when you’ve improved your standard setup, added new automation, or refined your processes and want to bring earlier clients up to the same standard.

You choose exactly what to copy, preview the impact on each client, and run it on one or multiple clients. Every copy is logged and can be reverted for 90 days.

Before you start

Who can use the tool:

The Admin Tool is part of the Client Manager and is available to consultants who have the Admin Tool user right. 





If you don ot see it, ask your administrator to enable that right for you.
 

Scope and safeguards:

• The Admin Tool is only for retroactive copying. To set up a brand-new client with the full template, create the client from a template account as usual.
   
• The Admin Tool only copies the settings and configuration you select. It never changes an individual user's access — user accounts, login details, the rights and roles assigned to each person, and personal preferences stay managed per user and are never affected by a copy.
   
• Reusable role templates can be copied, but that only makes the template available in the target client — it never assigns a role to anyone or changes anyone's existing access as mentioned above
   

You can preview everything before anything is changed, and revert after, so it is safe to explore.