Copy a Security Role

You must have the appropriate permission to copy security roles. (For more information, see Security Role Security.)

To copy a security role

1. Click Setup.
2. In the Employee submenu, click Security Roles.
3. On the Manage Security Roles page, click the desired security role in the Name column.
4. On the Edit Security Access Roles page, click the Copy button in the lower right-hand corner.
5. Type a Name for the security role.
6. Type a Description for the security role.
7. Modify function settings as needed.
8. Add or remove employees as needed.
9. Click Save.