Copying an Existing Role
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Copying an Existing Role

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Article summary

Copying a Permission Role allows you to use an existing Role as a template in order to create a new Role from. This is ideal when you have a Role that have very similar permissions to the new Role you require, but there may be one or two changes needed.

For example, you have a Staff Role, and you take on a new Staff member that you want to give access to - but you don't want them to yet have the ability to delete users, or perhaps send text messages, etc

Copying an Existing Role

  1. Select Administration from the Left Navigation menu

  2. Then click on Roles

  3. Click on Edit to the right of the Role you wish to duplicate

  4. Scroll down to the bottom of the page and click on Copy

  5. Enter the new name of the Role

  6. Click Save

You can now Edit this new Role as needed for your requirements.

Video - User Role Permissions - Copying a Role (1:21)

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