View source for Copy an Existing Role

Existing Roles and their assigned permissions can be copied to a different Role name. After the Role and its permissions are copied, you can change the Role as needed.

To copy an existing Role:
<ol>
<li>From the '''Accounts''' menu, select '''Roles'''.</li>
:The Role List window displays.
<li>From the Role List window, click the name of the rRle you would like to copy.</li>
<li>Click the [[Image:FieldViewIcon.png]] button.</li>
:The Role Editor window displays the permissions assigned to the selected Role. 
<li>Click the '''Save As''' button.</li>
:The Save Role As window displays. 
<li>In the Save Role As window, enter the name for the new Role in the New Role Name field.</li>
<li>Do one of the following:</li>
*To make a copy of the Role, click '''OK'''.
:If the Role is successfully copied, the Role Permissions window displays the name of the Role you entered in step 5 in the '''Role''' field. 
</ol>

{{Note | The following error message indicates that the Role name you entered is in use by another Role. 
:Role name ___ already in use. Save As could not be completed.
Click the '''OK''' button and enter a unique role name.}}

<ol start="7">
<li>Change the information as needed.</li>
<li>Click the '''Save''' button.</li>
</ol>

{{NavBox HowTo Users and Roles}}

[[Category:NAA]]