Cloning User Preferences

Overview

The following document explains how a user can clone another user's preferences to themselves.

Important Notes:

• This allows users to clone the professional settings and preferences (i.e. MACROs, List Settings, DCSs, etc.)

• Please keep in mind that doing so will overwrite any settings that the user had previously. For this reason, we typically recommend doing this for new users that have not started using the program.

• There is NO undo option once completed, so please be very careful when using.

Instructions

Before beginning, make sure you have:

• Access to the Desktop Application

• Access to www.WiseOption.com account

• Access to primary account email

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

Video Coming Soon

Step-by-Step Guidance

1. Navigate to Data > Professionals

2. Select the user that you would like to use as the SOURCE (i.e. the user who has the settings that you would like to clone to others)

3. Click Clone User Preferences

4. Select the user(s) that you would like to overwrite their settings.

5. Submit

Web App

This feature is not relevant or present on the Web App version of Wise Option.

Mobile App (iOS/Android)

This feature is not relevant or present on the mobile application version of Wise Option.

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Resources

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