Cloning a question profile allows you to create a copy of an existing profile with all its questions and settings. This is useful when you want to create a similar profile without starting from scratch, or when you need variations of a profile for different teams or purposes.
When to Clone a Profile
Cloning is useful when:
You need a similar profile for a different team or department
You want to create variations of an existing profile
You need to test changes without modifying the original profile
You want to use an existing profile as a starting point for a new one
How to Clone a Profile
Navigate to Question Profiles from the main menu
Open the question profile you want to clone by clicking on its name
In the profile header (top of the page), click the "Clone" button
A dialog box will open with cloning options
Cloning Options
When cloning, you'll need to provide:
1. New Profile Name
Enter a unique name for the cloned profile. This is required and helps you distinguish it from the original profile.
Tip: Use descriptive names like "Engineering Profile - Team B" or "Sales Profile - Updated" to make it clear what the cloned profile is for.
2. Team
Select which team the cloned profile should belong to. This determines which team members can access and use the profile.
Note: You must select a team - this field is required.
3. Include Customisations
This checkbox determines whether to copy customisations along with the profile:
Checked (default): Clones all email templates, branding, and question profile settings associated with the original profile
Unchecked: Creates a basic copy with only the questions, without custom email templates or branding
What gets cloned when customisations are included:
All questions and their settings
Question order
Email templates
Branding settings
Question profile settings
Completing the Clone
Enter a name for the new profile
Select the team
Choose whether to include customisations (recommended: leave checked)
Click "Clone Profile" to create the clone
Wait for the cloning process to complete (you'll see a loading indicator)
A success message will appear when cloning is complete
After Cloning
Once cloning is complete:
The cloned profile will be created and saved
You'll be automatically redirected to the new cloned profile
The cloned profile will appear in your Question Profiles list
You can now edit the cloned profile independently without affecting the original
What Gets Cloned
Always Cloned
All questions and their text
Question types (text, dropdown, radio, etc.)
Answer options for dropdown and radio questions
Question order
Required field settings
Reference type settings (Professional, Personal, Academic, Candidate)
Cloned Only If "Include Customisations" Is Checked
Email templates
Branding settings
Question profile settings
Other customisations
Best Practices
Use descriptive names: Name your cloned profiles clearly so you can easily identify them later
Include customisations: Unless you specifically need a basic copy, keep "Include customisations" checked to maintain consistency
Review after cloning: After cloning, review the new profile to ensure everything copied correctly
Edit as needed: Make any necessary changes to the cloned profile to suit your needs
Test before using: Preview the cloned profile before using it for reference requests
Important Notes
Independent copies: The cloned profile is completely independent from the original. Changes to one won't affect the other
Team access: The cloned profile will only be accessible to the team you select during cloning
Cannot undo: Cloning cannot be undone, but you can delete the cloned profile if needed
Unique names required: Profile names must be unique within your account
Troubleshooting
Clone button is not visible
If you don't see the Clone button:
Make sure you've opened a question profile (not just viewing the list)
Check that you have permission to clone profiles
Try refreshing the page
Clone fails
If cloning fails:
Check that you've entered a profile name
Ensure the profile name is unique
Verify you've selected a team
Try again - sometimes temporary issues can cause failures
Contact support if the issue persists
Cloned profile is missing content
If the cloned profile seems incomplete:
Check if you unchecked "Include customisations" - this would exclude email templates and branding
Verify the original profile had all the content you expected
Try cloning again with "Include customisations" checked