Copying a role

You can copy a predefined role or a custom role to create a new role. You can make the required changes to the name and description.

To modify the tasks that are associated with a custom role, you must select Edit Role on the taskbar.

To copy a role

  1. Go to Settings > Roles view.

  2. In the Roles view, select the role that you want to copy.

  3. On the taskbar , click Copy Role.

  4. In the Copy Role View dialog box, type a unique name for the new role.

  5. Change the description of the role.

  6. Click OK to save.