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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| − | + | To copy an existing Role: | |
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| − | To copy an existing | ||
<ol> | <ol> | ||
| − | <li> | + | <li>In the '''Accounts''' menu → '''Roles'''.</li> |
| − | : | + | [[Image:Role window1.png|350px|center]]<br/> |
| − | <li>From the Role List window, click the name of the | + | <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> | ||
| − | :The Role Editor window displays the permissions assigned to the selected | + | [[Image:RoleEditorWindow.png|500px|center]]<br/> |
| + | <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> | ||
| − | : | + | [[Image:New role.png|260px|center]]<br/> |
| − | <li> | + | <li>Enter the name for the new Role in the New Role Name field.</li> |
| − | <li> | + | <li>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. | |
| − | :If the | ||
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| − | { | + | {{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.}} | |
| − | :Role name ___ already in use. Save As could not be completed. | ||
| − | Click the '''OK''' button and enter a unique role name. | ||
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<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> | ||
</ol> | </ol> | ||
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| + | {{NavBox HowTo Users and Roles}} | ||
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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:
- In the Accounts menu → Roles.
- From the Role List window, click the name of the Role 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.
- Enter the name for the new Role in the New Role Name field.
- 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. - Role name ___ already in use. Save As could not be completed.
Click the OK button and enter a unique role name.
- Change the information as needed.
- Click the Save button.
