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This article details the process of creating a new role by copying an existing role. This is useful when two roles are similar but may have a few differing flag settings or functions.

Step-by-step guide

  1. Login to CMS as an Administrator.
  2. Navigate to 'Accounts' --> 'Role Maintenance' Users →  Roles (zRoles.aspx).
  3. Enter the role name (or part thereof) in the 'Search For' box and click 'Search'
  4. Select the required role via radio button; the '.
  5. The Role Details' tab will load.Click 'Copy'be displayed. Click Copy.


  6. Enter In Role Name, enter the name of the new role in the 'Role Name' box.
  7. Update the 'Description' to reflect In Description, enter a description of the new role.
  8. Amend other 'Role Detail' settings as Enter details in other fields as required.
  9. Click 'OK' to save changes.
     

 

 


The  The new role has now been created. Other settings under the other available tabs (e.g. "Functions" ) may now be changed as required. 


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