To clone a role

As the variations in required system access levels for individual roles may be only minimal, it is possible to clone existing roles, retaining all the attributes and security privileges, and apply the relevant changes to the new copy, thus saving time and effort.

The procedure to clone a role is as follows:

1. Navigate to Quick Menu > Security > Access Rights > Roles. The Roles window is displayed.
2. Select a role from the alphabetical list or type its name into the Search Roles field. By default the list is filtered to show Current roles. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Clone Role. The Roles window is populated with all the attributes of the source role.
4. Type in a preferred name for the new role e.g. ASB Manager.
5. Using the Companies drop-down field, multi-select all companies for which this cloned role is relevant, or choose the All option, as required 1.
6. Choose an Effective from date for this cloned role i.e. the date at which it becomes active 2.
7. Choose an Effective to date to automatically deactivate the role on a specific date in the future; a blank field means the role will never expire.
8. For each module, adjust the security slider to assign the required access rights to all related elements of the cloned role: None, Read Only or Update; the module drop-down field may be used in parallel with the Search Element field to filter the subset, based on any element name entered.
9. To assign different access rights to specific module elements, expand the element structure using the level pointer icons () and adjust each corresponding slider to the desired position: None, Read Only or Update 3. The section headings will be automatically adjusted to reflect the inherent access right combinations: Mixed Permissions (None + Read Only) - denoting a mixture of element access rights set to either None or Read Only; Mixed Permissions (Read Only + Update) - denoting a mixture of element access rights across all three options 4.
10. Click on Save. The cloned role is displayed in the alphabetical list.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as required; the All tick box will be automatically removed once an item is de-selected.

Note

1 The Search Roles field will match against any component of the role name.

2 The Effective from date defaults to the current system date and cannot be left blank.

3 System validation rules ensure that element level access rights are assigned in hierarchical order.

4 Where a section heading is set to Read Only, all related elements that control the creation of records will be automatically set to None.

See related topics...

To create a new role

To assign a role to a user account

To create a new user account