Use the following procedure to copy a role from the List of Roles grid on the Roles page:
1. Select Roles from the Security section of the Setup menu. The List of Roles grid is displayed.
2. Click Copy next to the role you want to copy. The <role name> - Copy role is added to the grid.
3. Click Edit to modify the name and then click Update. The name of the role is updated.
4. To modify permissions and users, click Select next to the role.
5. From the Permissions tab, click Edit to modify the permissions you want to use with the role.
Note: To search for specific permissions, enter search criteria in the fields provided (Name, Module, Type) and then click Search.
Alternatively, click the Edit All button to edit multiple permissions for a role.
6. Make changes by selecting or clearing the View, Update, Delete, Add, and Allow Access check boxes, as appropriate. To check or uncheck all boxes for a particular permission, click the first box in the row. Click Update.
7. From the Users tab, select a user from the Users not in role or Users in role fields and then click Add > or < Remove as appropriate.