Copy a Role to Create a New Role

You can copy an existing role and then modify the information to create a new role, with a unique name. The new role automatically inherits the first role's access rights and privileges, including record level security.

To copy an existing role to create a new role, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > Security > Roles.
2. On the Roles form, select one of the following actions:

   Option	Description
   To copy the current role	Open a role, click New and select Copy Current Role.
   To select the role that you want to copy	Click the Select Role to Copy option, then search for and select the role you want to copy.

3. Click Copy.
4. Enter a new, unique name for the role.
5. Modify the role information.
6. Click Save.