Copying a security role

To copy an existing security role:

  1. Select a record from the list view.
  2. Click the copy icon.
  3. Specify a name for the new security role.
    The value in the Name field must be unique.

    This information is copied to the new security role:

    • Assign to New Users check box

      The copied check box is selected.

    • All associated users
    • All associated documents

    The Assign to All Users check box is not copied.