How to Create a Role Using the Copy Feature

Use the following steps to create a role from the copy feature:

1. Click on the System tab, click Security, and select Role Management.

Note: When accessing the Role Management screen, all active roles will be auto-populated and displayed in the grid. If necessary, perform a role search. For step by step instructions refer to How to Search for a Role for more information on this process.

2. Click on the Action drop-down menu beside the corresponding role and select Copy.

3. In the Copy Role screen, under the Role Information section, enter the Role Name.

4. Enter a Role Abbreviation.

5. If applicable, in the User Groups section, enter or update a full user group name or a partial name and select from the options that display.

Note: To delete any user groups, click on the X beside the name.

6. If applicable, in the Users section, enter or update a full user name or a partial name and select from the options that display.

Note: To delete any users, click on the X beside the name.

7. If applicable, in the Security Access section, click on the Year Change Access drop-down menu to update one of the following options: Full, None or Custom.

If Full is selected, the Year Change selection box will be auto selected, if None is selected, the Year Change selection box will not be available and left empty and if Custom is selected, the Year Change selection box will be available to select or deselect.

8. If applicable, click on the Period Variance Access drop-down menu to update one of the following options: Full, None or Custom.

If Full is selected, the Period Variance [+/-] fields will prefill with information related to the board settings, if None is selected, the Period Variance [+/-] fields will not be available and left empty and if Custom is selected, the Period Variance [+/-] fields will be available to enter manually.

9. If applicable, click on the Location Access drop-down menu to update one of the following options: Full, None or Custom.

If Full is selected, the Locations and G/L Locations will prefill with information related to the settings the board has chosen, if None is selected, the Locations and G/L Locations will not be available and left empty and if Custom is selected, the Locations and G/L Locations will be available. Click on the drop-down menus to select options.

10. If applicable, click on the Vendor Access drop-down menu to update one of the following options: Full, None or Custom.

If Full is selected, the Vendor Security Codes fields will prefill with information related to the settings the board has chosen, if None is selected, the Vendor Security Codes field will not be available and left empty and if Custom is selected, the Vendor Security Codes field will be available. Click on the drop-down menus to select options.

11. If applicable, click on the G/L Access drop-down menu to update one of the following options: Full, None, G/L Locations Only or Custom.

If Full, None or G/L Locations Only is selected, the Edit G/L Access button will not be available and if Custom is selected, the Edit G/L Access button will be available to select. Refer to How to Use G/L Access Editor for further information on this feature.

12. If applicable, click on the Operation Access drop-down menu to update one of the following options: Full, None or Custom.

If Full, None or G/L Locations Only is selected, the Edit G/L Access button will not be available and if Custom is selected, the Edit G/L Access button will be available to select. Refer to How to Use Operation Access Editor for further information on this feature.

13. Click on the Save button to save the changes made to the role. A confirmation message will appear. Click on the Undo button to remove all input information and reset the fields to their default values or click on the Cancel button to return to the Role Management screen without saving changes.