Copy Role Permissions to a new Role

We have a new department that will require a new role, can we copy from an existing role or do we need to create one from scratch?

• Roles

• Security

Informational

1. Navigate to the Roles program (System Administration > Security > Roles)

2. Click Search and find the role you wish to copy from

3. Click Copy Role in the ribbon

   1. If only one module needs to be copied, click into that module and utilize the Copy button

4. Complete the Target information (Role ID and Description) and select appropriate checkboxes

5. In the list of modules, utilize the checkboxes to select and deselect any modules that need to be copied

• Please review the following document Managing an Existing RBAC Setup

• Please reach out to the appropriate support team for the module you are looking to adjust, i.e. Payroll or Human Resources Support for the Payroll/HR Module