Copy an Application Role to Create a New Role

To copy and edit an existing application role to create a new role:

1. In User Administration, click Application Roles in the left navigation.
   You see a list of all the available application roles.
2. To quickly find an application role, click the Find button. To find your own application role, click Locate Current User Role.
3. Click the application role you wish to copy and click Duplicate.
   You see the Copy Role workspace.
   
4. In the middle pane, click Panel Access and make the appropriate changes in the Tree tab.
5. To exclude specific subfolders from being accessed, click the Exclusions button, complete the Exclusion dialog box, and click OK.
6. To grant access only to selected subfolders, uncheck the Default Inclusion check box and click the Inclusions button.
7. Complete the Inclusion dialog box and click OK.
8. In the middle pane, click Reporting and make the appropriate changes.
9. In the middle pane, check or uncheck the appropriate check boxes to change user permissions that are not part of Eagle center roles. Click Panel Access in the middle pane to return to the Tree and General Settings tabs.
10. Click the General Settings tab and make the appropriate changes to how the Eagle Home page is displayed on login.
11. Change the company name from the Default Company drop down list and the product name from the Default Product drop down list, if needed.
12. Click Save Changes to save the new application role.
    
    Under Application Roles, you see the new application role you created by copying an existing role.

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