How to Create Duplicate Roles

Creating a duplicate role can be useful when you want to replicate an existing role with the same permissions or responsibilities, saving time when setting up similar roles.

Steps to Create a Duplicate Role:

Access Role Management:

Log in as a Client Admin.

Navigate to User Management and select Role.

Select the Role to Duplicate:

From the list of roles, locate the Role Name you want to duplicate.

Click on the menu button beside the role to open its details.

Create a Duplicate:

In the menu dropdown, click on the "Duplicate Role" button.

A copy of the role will be created with the same permissions and settings as the original role.

Edit the New Role (if necessary):

After duplicating the role, you may need to edit the name, permissions, or other settings to suit your needs.

Click on “Edit Roles/Privileges” and make any necessary changes.

Assign the Duplicate Role:

Once the duplicate role is created and edited, assign it to the appropriate users.

Click on “Assign Users” to assign the new role to users as required.

Confirm Role Creation:

Once you have completed the process, ensure the new role is listed correctly in the Role Management section.

Verify that the role has the correct permissions and settings before finalizing.