Difference between revisions of "Copy an Existing Role"
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| − | | You can use the predefined IMSMA roles as templates for creating new roles. To do this, copy the predefined IMSMA role under a new name using the steps described below. | + | | You can use the predefined IMSMA roles as templates for creating new roles. |
| + | To do this, copy the predefined IMSMA role under a new name using the steps described below. | ||
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Revision as of 17:11, 12 June 2012
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.
| You can use the predefined IMSMA roles as templates for creating new roles.
To do this, copy the predefined IMSMA role under a new name using the steps described below. |
To copy an existing role:
- From the Accounts menu select Roles.
- The Role List window displays.
- From the Role List window, click the naeme of the role you would like to copy.
- Click the File:Pencil.png 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 a 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 File:Error Message.png 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. |
- To cancel the copy role action, click Cancel.
- Change the information as needed.
- Click the Save button.
