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Copy a Role

Overview

When creating a new staff role, you may have a very similar role in your database already, and you only need to change one or two permissions.  In this situation we recommend the copy function.
  1. Go to the Staff Module.
  2. Double click on a staff line (where it is not a blue link) that you will be assigning the new role to.
    • ​The Change Staff window will open.
  3. Click on the Role Tab.
  4. Click on the Edit Roles link.   edit roles link.png
    • The Roles window will open.
  5. Highlight the role on the left you want to copy.
  6. Click Copy Role.
  7. Enter the new name in the name field.

    rename a role in the staff module.png
     
  8. Click Change Role.
    • You will notice the name of the role changed (in the list to the left).
  9. Close the window.
    • You will now be back on the Change Staff window.
    • The new role will be available in the Role dropdown.
  10. Choose the new role.
  11. Click Save. 
  12. In order for staff to see these changes, they will need to log off of Procentive and log back in again.
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