For MSP & Organisation Users (Multi-Company Access)
MSP and Organisation users can duplicate changes to any company they have access to, including across different tenants.
Step-by-Step Guide:
- Navigate to Changes List: Go to the changes list at https://changebreeze.com/changes/
- Find the change you want to duplicate in the list
- Click the three-dot menu icon (⋮) on the right side of the change row
- Click "Duplicate Change" from the dropdown menu
- A modal window appears with:
- The change title being duplicated
- A dropdown to select the target company
- Information about what will be copied
- Choose from the dropdown:
- Select the same company to copy all settings
- Select a different company to create a cross-company duplicate
- Click the "Duplicate" button
- Automatic Actions:
- If duplicating to a different company, you're automatically switched to that company's context
- You're redirected to the edit form for the new duplicated change
- A success message confirms: "Change duplicated successfully to [Company Name]."