Difference between revisions of "Copy an Existing Role"
From IMSMA Wiki
| Line 1: | Line 1: | ||
| − | Existing | + | 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: | |
| − | |||
| − | To copy an existing | ||
<ol> | <ol> | ||
<li>From the '''Accounts''' menu, select '''Roles'''.</li> | <li>From the '''Accounts''' menu, select '''Roles'''.</li> | ||
:The Role List window displays. | :The Role List window displays. | ||
| − | <li>From the Role List window, click the name of the | + | <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> | <li>Click the [[Image:FieldViewIcon.png]] button.</li> | ||
| − | :The Role Editor window displays the permissions assigned to the selected | + | :The Role Editor window displays the permissions assigned to the selected Role. |
<li>Click the '''Save As''' button.</li> | <li>Click the '''Save As''' button.</li> | ||
:The Save Role As window displays. | :The Save Role As window displays. | ||
| − | <li>In the Save Role As window, enter the name for the new | + | <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> | <li>Do one of the following:</li> | ||
| − | *To make a copy of the | + | *To make a copy of the Role, click '''OK'''. |
| − | :If the | + | :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> | </ol> | ||
| − | {{Note | The following error message indicates that the | + | {{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. | :Role name ___ already in use. Save As could not be completed. | ||
Click the '''OK''' button and enter a unique role name.}} | Click the '''OK''' button and enter a unique role name.}} | ||
<ol start="7"> | <ol start="7"> | ||
| − | |||
<li>Change the information as needed.</li> | <li>Change the information as needed.</li> | ||
<li>Click the '''Save''' button.</li> | <li>Click the '''Save''' button.</li> | ||
| Line 30: | Line 27: | ||
{{NavBox HowTo Users and Roles}} | {{NavBox HowTo Users and Roles}} | ||
| − | [[Category: | + | [[Category:NAA]] |
Revision as of 16:23, 26 September 2016
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:
- From the Accounts menu, select Roles.
- The Role List window displays.
- From the Role List window, click the name of the rRle you would like to copy.
- Click the
button. - The Role Editor window displays the permissions assigned to the selected Role.
- Click the Save As button.
- The Save Role As window displays.
- In the Save Role As window, enter the name for the new Role in the New Role Name field.
- Do one of the following:
- 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.
 |
The following error message indicates that the Role name you entered is in use by another Role.
Click the OK button and enter a unique role name. |
- Change the information as needed.
- Click the Save button.
