Copy Permissions

You can copy permissions from one user role to another as long as those roles have the same licenses assigned.

Create a User Role
Copying permissions can help speed up the process of adding new roles to your system. For example, you might have a foundational role that has essential permissions assigned. You can copy and build on those permissions from role to role.

The role that you want to copy permissions to must already exist in the system. It can be a new role with no permissions assigned. If the role already has permissions assigned, those permissions are removed during the copy process, and only the new permissions are saved. You can then assign additional permissions to the role as needed.
  1. Select Settings & Permissions > Permissions > Employee.

    The Employee Permissions page opens.

  2. In the upper right of the page, select Copy Permissions.

  3. In Copy Permissions From, select the role with the permissions that you want to copy.

    This field prefills with the Role selected on the Permissions page.

  4. In the Copy Permissions To, select the role that you want to assign the permissions to.
  5. Select Copy.
    Important: This replaces any permissions currently assigned to the role that you are copying permissions to.
  6. Select Close to return to the Permissions page.
  7. Optionally, you can assign additional permissions to the role that you just copied permissions to. Or, you can remove any permissions that you do not want the role to have.