The following steps show how to create a new role by copying an existing role which can be used where roles are similar but with some different flag settings.
Step-by-step guide
- Login as a user that has an administration role
- Click on "Accounts" > "Role Maintenance"
- Enter the role name or part thereof in the "Search For" box and select "Search. Select the Role to be copied from the list of roles displayed.
- This will display "Role Details" for the selected role. Select "Copy"
- Enter the name of the new role in the "Role Name" box
- Amend the "Description" to one that applies to the new role
- Amend other "Role Detail" settings if required.
- When all "Role Detail" setting have been changed select "OK"
The new role has now been created.
Other settings under the other available tabs (e.g. "Functions" ) can now be changed if required
