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
- Login as an Administrator.
- Navigate to 'Accounts' --> 'Role Maintenance' (zRoles.aspx).
- Enter the role name (or part thereof) in the 'Search For' box and click 'Search'.
- Select the required role via radio button; the 'Role Details' tab will load.
- Click 'Copy'.
- Enter the name of the new role in the 'Role Name' box.
- Update the 'Description' to reflect the new role.
- Amend other 'Role Detail' settings as required.
- Click 'OK' to save changes.
...
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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