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Duplicate a Role

Creating a New Role by Duplicating an Existing One

Administrators can quickly create a new role by duplicating an existing role and adjusting its permissions as needed. This approach ensures consistency and saves time when configuring similar role types.

Steps to Duplicate a Role
  1. Click on the gear icon on the top right corner of the screen to navigate to Administration & Settings.
  2. In the left‑hand panel, click Roles.
  3. Select the existing role you want to duplicate.
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  4. Enter a new Role Name and provide a description for the new role.
  5. Make the desired permission settings.

    (Once these fields are filled in, the Duplicate button at the bottom of the page will become active.)

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  6. Click Duplicate to create the new role.

The system will generate a new role with the same permissions as the original, which you can then modify as required.