Copying a Role

If you are creating a new role that is similar to an existing role, you can save the time it would take to add all the access rights to the new role by creating a copy of the existing role. You can then make any minor changes to the access rights required for the new role.

• Note: You cannot copy the built-in Admin role that was delivered with the application.

Follow these steps to make a copy of a role:

1. On the Role Summary component, select Copy from the Actions menu on the component header.
   
   The system takes you to the Copy Role component.

2. Click in the Role ID field and enter a unique ID for the new role.

3. Edit the list of dashboard components as desired (adding dashboard components is described in the Changing a Role topic).

4. Click Save.
   
   The system validates the new Role ID and adds the new role to the database.

Related topics:

Managing Security Roles

Adding a Role