Difference between revisions of "Copy an Existing Role"

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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.
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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.
  
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{{note|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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To copy an existing Role:
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To copy an existing role:
 
 
<ol>
 
<ol>
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<li>From the '''Accounts''' menu, select '''Roles'''.</li>
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<li>In the '''Accounts''' menu &rarr; '''Roles'''.</li>
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:The Role List window displays.
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[[Image:Role window1.png|350px|center]]<br/>
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<li>From the Role List window, click the name of the role you would like to copy.</li>
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<li>From the Role List window, click the name of the Role you would like to copy.</li>
 
<li>Click the [[Image:FieldViewIcon.png]] button.</li>
 
<li>Click the [[Image:FieldViewIcon.png]] button.</li>
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:The Role Editor window displays the permissions assigned to the selected role.  
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[[Image:RoleEditorWindow.png|500px|center]]<br/>
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<li>The Role Editor window displays the permissions assigned to the selected Role. </li>
 
<li>Click the '''Save As''' button.</li>
 
<li>Click the '''Save As''' button.</li>
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:The Save Role As window displays.  
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[[Image:New role.png|260px|center]]<br/>
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<li>In the Save Role As window, enter the name for the new role in the New Role Name field.</li>
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<li>Enter the name for the new Role in the New Role Name field.</li>
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<li>Do one of the following:</li>
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<li>Click '''OK'''.
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*To make a copy of the role, click '''OK'''.
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: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.  
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: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.  
 
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</ol>
 
  
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{{Note | The following error message indicates that the role name you entered is in use by another role.  
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{{Note | The following error message indicates that the Role name you entered is in use by another Role.  
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:Role name ___ already in use. Save As could not be completed.
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:''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.}}
  
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<ol start="7">
 
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*To cancel the copy role action, click '''Cancel'''.
 
 
<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>
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{{NavBox HowTo Users and Roles}}
 
{{NavBox HowTo Users and Roles}}
  
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[[Category:ELR]]
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[[Category:NAA]]

Latest revision as of 08:52, 15 June 2017

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:

  1. In the Accounts menu → Roles.
    2. Role window1.png

  2. From the Role List window, click the name of the Role you would like to copy.
  3. Click the FieldViewIcon.png button.
    4. RoleEditorWindow.png

  4. The Role Editor window displays the permissions assigned to the selected Role.
  5. Click the Save As button.
    6. New role.png

  6. Enter the name for the new Role in the New Role Name field.
  7. 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.
    Note.jpg 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.

  8. Change the information as needed.
  9. Click the Save button.
Defining Roles, Permissions and Users
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