Online Library UX 365 Working with Security Roles | Page 14
Copy an existing security role (recommended)
On the main toolbar of the Unified Client Interface, select the Settings icon . From the drop down
list, select Advanced Settings to open Settings in a new browser window that uses the legacy client
interface.
Navigate to Settings > Security. Select the menu item for Security Roles to open a list of existing
security roles deployed with your system.
Click to select the security role you want to copy. In the More Actions button on the security role list
toolbar, select Copy Role to open the Copy Security Role dialog. Enter a name for the new security
role using a naming convention that clearly identifies this role as a custom security role.
Note
Protech recommends that you add the acronym for your organization at the beginning of the
name.
Mark the Open a new security role when copying is complete checkbox �, then click OK.
After clicking OK, the copied Role record will open. It will have all the same settings as the role that
you copied. Make the necessary changes to the role’s privileges and access levels. (For more
information, see Modifying privileges and access levels for a new security role.) Click Save and Close on
the copied role toolbar to save your changes and close the record.
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