Duplicate user permissions: create user and assign matching role in User Management

Android

Title: Duplicate user permissions — manually assign matching role and groups

When a new team member needs the same access as an existing user, the Esper Console does not provide a clone or copy-permissions option, so each permission must be assigned manually.

Why this happens

Esper's role-based access control (RBAC) is intentionally explicit — every user's role and group scope must be assigned individually. There is no automatic way to mirror one account's permissions to another.

Before you begin

You must hold an Admin or Group Admin role to add users and assign roles. If you do not have this access, ask your organization's Admin to perform these steps.

Before starting, open the source account in User Management and note:

• The assigned role (e.g., Group Admin, Viewer)
• Every group listed under that account

Steps

1. Navigate to User Management in the left-hand navigation panel of the Esper Console.
2. Click Add User (or Invite User, depending on your console version) to open the new user form.
3. Enter the new user's email address and complete all required fields.
4. Under Role, select the exact same role as the source account. For example, if the source account is assigned Group Admin, select Group Admin here.
5. Under Groups, assign every group that the source account can access. Select each group individually — missing even one group will result in a narrower scope than the source account.
6. Click Save or send the invitation.

Verify: Ask the new user to accept the invitation and log in. Confirm that their role and the list of accessible groups in the Esper Console match the source account exactly. Group access is visible under User Management → [User Name].

Troubleshooting

Add User is greyed out or not visible

Your account does not have sufficient privileges. Ask your organization's Admin to add the user on your behalf.

The new user did not receive an invitation email

• Ask the user to check their spam or junk folder.
• Verify the email address is spelled correctly in User Management.
• Resend the invitation from User Management → [User Name] → Resend Invite.

The required role is not available in the Role dropdown

Your subscription plan may not include all RBAC role options. Contact Esper Support to confirm which roles are available on your current plan.

Group assignments are not saving correctly

Take a screenshot of the group assignment screen and note which groups are missing after saving.

If this doesn't resolve it

Contact Esper Support with the following information:

• Your organization's endpoint name (e.g., yourcompany.esper.cloud)
• The email address of the source account and the new user account
• A screenshot showing the group assignment screen if groups are not saving

Still need help?

If you're still having issues with duplicate user permissions or assigning roles in User Management, submit a support ticket and include the usernames affected, the roles you attempted to assign, and any error messages you received.