How to Copy Configuration Between User Accounts?

Last updated on February 21, 2025

CookieYes allows you to copy configurations from one website to another within the CookieYes dashboard. This feature allows users to seamlessly copy cookie banner settings and other configurations across different sites. Follow the steps below to complete the process.

Prerequisites

Before initiating the across sites, ensure the following conditions and criteria are met:

  1. Access Permissions:
    • The user must have Admin or Editor access to both the source and destination sites to perform the transfer.
  2. Supported Plans:
    • To apply configurations from the source site, the destination site must have an active paid plan.
    • Transfers are not supported if the source or destination site is on the legacy version of the CookieYes plugin (GDPR Cookie Consent) Free/Pro plan.
    • If the source site uses a lower banner version of CookieYes, the transfer is not supported.
  3. Plan and Feature Restrictions:
    • If the destination site is on a lower paid plan or has updated pricing and feature restrictions compared to the source site, the destination site will not inherit configurations associated with restricted features.
  4. Settings Included in the Configuration Transfer:
    • The configuration copied to the destination site will include all settings from the Cookie Banner and Languages of the source site that are supported by the destination site’s plan.
  5. Language-Specific Settings:
    • Existing languages on the destination site will be retained and new languages from the source site will be added.
    • If a language exists on both the source and destination sites, the source site settings will overwrite the destination site settings for that language.
    • The default language on the destination site will remain unchanged.

Steps to Copy Configuration

Step 1:From the CookieYes Dashboard, navigate to the Profile icon in the top-right corner and click Organizations & Sites from the drop-down.
Dashboard: Change Account Owner
Step 2:In the Organisations & Sites tab, find the relevant organisation and the site, click the three-dot menu, and select Copy configuration from the dropdown menu.
Copy configuration
Step 3:In the modal, choose the Destination organisation and Destination website from the dropdown; then click the Publish configuration button.
Copy Configuration
Step 4:Complete the copy configuration process.

After successfully copying the configuration, a popup will appear, displaying a success message.

configuration is live

If the destination site’s banner is uninstalled, follow these steps to complete the installation:

  1. Click Manage Site in the popup. You will be redirected to the destination site’s dashboard.

    Manage Site
  2. Click Get Installation Code.

    Get installation code
  3. In the modal, click Copy Code to copy the banner installation code.
  4. Paste the code right after the opening <head>tag in your site’s source code.
  5. Click the Verify button to verify the installation.

    Copy Code modal

Conclusion

By following the steps outlined above, you can successfully transfer site configurations in CookieYes. This functionality provides a seamless way to manage and replicate cookie consent settings across different sites or organisations, saving time and ensuring consistency.

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