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Chapter 5: Managing Roles and Permissions
Copying an Existing Role
Copying an Existing Role
You can make a copy of an existing User or System Role using a new Role Name. You can then modify it to
customize it for your organization. You cannot modify a System Role. You can also copy an existing Role from one
Company to another.
To copy an existing Role, perform the following steps.
Task:
To copy an existing Role:
1.
On the Administration tab, click Roles. The Role Administration page opens.
2.
Click the Copy button. The Copy Role View opens.
3.
From the Copy from Company list, select the name of the Company whose Role you want to copy.
4.
From the Copy from Role list, select the Role that you want to copy.
5.
From the Copy to Company list, select the Company that you are creating this new Role for.
6.
Enter a name in the New Role Name field to uniquely identify this Role.
Note •
to use the same Role name in more than one Company.
7.
From the Role Company list, select the name of the Company whose users can be assigned this Role.
8.
In the Role Description text box, enter a description for the Role.
9.
In the Role Permissions List, edit the permissions that were previously assigned to this Role.
10.
Click the Update button. The new Role now appears in the Role list on the Role Administration page.
Deleting a Role
You can delete all Roles with a Role Type of User, but System Roles cannot be deleted.
Task:
To delete an existing User Role:
1.
On the Administration tab, click Roles. The Role Administration page opens.
2.
Select the user-defined Role that you want to delete. The Role Details View opens.
3.
Click Delete. You are prompted to confirm the deletion.
4.
Click OK. The Role Details View closes and the Role you deleted is no longer listed on the Role
Administration page.
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You are not permitted to have two Roles in the same Company with the same name. You are permitted
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AdminStudio 9.5 User Guide
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Troubleshooting
