To copy and edit an existing center role to create a new role:
- In User Administration, click Center Roles in the left navigation.You see a list of all the available Eagle centers and their respective roles.
- To quickly find a center role, click the Find button.
- Click the center in which you wish to copy a role, click to select the role and click Duplicate.You see the Copy Role workspace. In this example, we are copying a role in the Accounting Center.
- Enter the name for the new role. Note that the Center Code field is prefilled and cannot be edited.
- To grant the new role full permissions, click to check the Full Permissions check box.
- Click each tab, review the selected (checked) options and make changes as needed for each center.In this example, click the Modules tab and the Tree tab as needed.
- Click Save Changes to save the new center role. In the Center Roles workspace, you see the new center role you created by coping an existing role.
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