Clone a policy from one TinyMDM account to another

• Be a TinyMDM partner
• Have multiple customer accounts created via the signup link dedicated to your partner company
• Have registered the EMM company on each account

If you are a TinyMDM partner and manage several customers, we strongly advise you to have one TinyMDM account per customer, rather than managing several customers in a single account. The advantages are multiple: you can deploy different versions of applications depending on your customers; Wi-Fis networks, authority certificates, files… are not common; etc.

This being said, to avoid having to redo all your configurations from scratch on a new client account, it is possible to clone a security policy and all associated elements (files, applications, contacts, settings…) from one account to another.

To do this, you must first have a new customer account created via the dedicated link (which was provided to you) so that the account is attached to you. You must also log in to this new account once to register the customer’s EMM company. Only after these steps have been completed can you proceed to the next steps:

• Log in to TinyMDM using the email address you chose as your partner login.
• In the popup that appears, select your primary account (the one with the same address you used to log in).

• Go to the security policy you want to clone to a client account
• At the top right of the policy, click on the Copy Policy to another account button. If you don’t see this button, you either don’t have multiple client accounts created or you are not logged into your main account (you can only clone policies from your main account to client “sub-accounts”).

• Choose the managed sub-account you want to clone the policy to (if you don’t see the sub-account you are interested in, it is either you are not the manager or its EMM company is not registered.
• Select the items you want to exclude from cloning (by default, everything will be cloned) and click Next.

• If any items cannot be copied, they will be displayed here. Click Yes to confirm the cloning.