Cloning a Child Organization in Command Center
The guide explains how Command Center owners and administrators can clone a child organization by copying specific settings like billing and notary instructions from an existing or root organization to create a new child organization, while noting that certain elements such as EasyLinks, API keys, and users do not transfer, and provides step-by-step instructions along with recommendations to review settings post-cloning and contact support if issues arise.
Audience: Command Center Owners and Administrators
Clone a child organization in Command Center to copy settings to a new child organization.
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 the 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
- 1.Click Company Directory from the navigation on the left.
- 2.Click Create New Organization in the upper right corner.
- 3.Type the name of the new organization in Child Organization Name.
- 4.Select the parent organization from the Parent Organization dropdown list.
- 5.Select the organization to copy settings from under Copy Settings From.
- 6.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
If you are still unsure, contact your Customer Success Manager (CSM) or reach out to the Support team.
Related
Grant an Existing User Access to Command Center – Proof Help Center
To grant an existing user access to Command Center, which is available only to Business Premium and Enterprise customers whose root and home organizations match, Command Center owners, admins, or user managers must go to User Management, find the user, edit their role and permissions, toggle the Access to Command Center option ON, and save the changes.
Create an OAuth Client Application – Proof Help Center
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Command Center Overview – Proof Help Center
Command Center is a centralized management platform for Proof owners and administrators to oversee users, organizations (including subsidiaries), corporate policies, authentication, access control, security, and settings at scale, featuring a Home dashboard, Company Directory with organizational hierarchy and export/clone options, User Management for role-based access and bulk user actions, Cost Centers for linking transactions to accounting records, and enhanced Security controls tied to verified company domains.
Deactivate or Reactivate an Existing User via Command Center – Proof Help Center
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Manage Users in Bulk via Command Center – Proof Help Center
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User Roles in Command Center
In Command Center, the Owner has full unrestricted access including transferring ownership, Admins have full access except ownership transfer and can manage users and transactions, while User Managers (Enterprise only) can only view and manage users without access to transaction data or promoting users.