How to clone a tenant

In Wombat, you’re able to build a safety program once, and use it as a template when onboarding new clients. This makes it much easier to get a new client up and running.

To clone a tenant

Go to your client list in the home section of your consultancy.
Find the tenant you would like to clone.
Select the three docs and select Clone Tenant.
Enter in the new company name, time zone, address, and primary contact.
Click create.

Find the new tenant you’ve created and click open. You will now see all your forms have been ported over. You’ll notice they’re all in draft mode so you can review and make any changes prior to publishing.

In documents, all documents from the Wombat editor, and those that were uploaded as pdf, will be published in the new tenant.

In addition to forms and documents, all permissions, security profiles, roles, training types, task types, custom fields, field groups, and notification configurations have also been copied over.

All you need to do is make any minor changes to your forms and documents and add in the new company’s people to get them up and running.