There may be instances where you need to create a new User Role and to configure the security around it, but rather than starting from scratch, you might find it easier to base the new role on one that already exists and then simply change any aspect as required. This guide will show you how to duplicate a User Role.

To duplicate a User Role

• Go to the following area:
  • Latest (left-hand) menu: System Configuration > Role Management
  • Pre 2025 (top) menu: System > Security > Role Management
• Click on the role that you wish to duplicate. Choose the one that requires the least modification and is therefore closest to the role that you need to create
• From the list of Actions, click on Details
• The screen presented will display the role and aspects relating to Own and, where applicable, Subordinate access
• Click Duplicate Role

• The role will be duplicated and display a new screen showing the same Role Type and access information but with the Description field blank.
• Give the new user role a name and then click Update
• You are now able to make any configuration changes to that role as are required, changing page, field, etc. access as is required.