How to Duplicate an Existing Role

Overview
Duplicating an existing role is a fast way to create a new role with similar permissions.

Step-by-Step Instructions

1. Navigate to Account & Setup → Roles & Permissions.

2. Find the role you want to duplicate.

3. Click ⋮ (More Options) → Duplicate.

4. Enter a name for the new role (e.g., “Project Manager - Limited”).

5. Adjust the Permissions as needed.

6. Click Save.

Tips

• Ideal when creating variations like “Sales Manager” vs. “Sales Lead.”

• Rename duplicated roles clearly to avoid confusion.

Troubleshooting & FAQs

• Error on save?

  • Ensure the new role name is unique.

• Wrong permissions copied?

  • Review every module tab after duplication to make fine-tuned edits.