Copying a Security Role

How to get to this page: Configurations tab > Administration > Security Role

You can easily create a new security role based on an existing security role. Simply select the existing role, make changes, save it with a new Role name.

  1. Click Copy Role. The Copy Role dialog appears.
  2. Click and select from the list the role you want to copy.
  3. Enter a New Role name for the new security role and click OK.
  1. To open the copied role for editing, click anywhere on the role's display line. The role opens in a new window.

If the copied role does not appear on the main screen, you can locate it one of two ways:

    1. Enter the name (or first few letters) of the copied role in the Find Role box and click Go.
    2. Using the alphabet-bar at the bottom of the screen, click the first letter of the copied role to return security roles that start with that letter. Click # to return records that begin with a number. Click All to return all roles.
  1. You can modify the Role Description.

Note: The Employee Role field cannot be edited after a security role has been saved. When editing a copied role this field is grayed out.

  1. To allow users access to the system even when the system is locked, click to place a check mark next to Allow access to system when locked. To restrict access, click to remove the check mark.
  2. Click the Labor Manager tab. Here you change assigned permissions or enter new permissions including, for instance, Time Card and Schedule permissions. See detailed information about Labor Manager settings.
  3. If this is an employee level security role proceed to step #10.
  4. Click the Configuration tab (administrative or supervisor/manager roles only). Here you change assigned permissions or enter new permissions including, for instance, Time and Attendance and Work Flow Notification permissions. See detailed information about Configuration settings.
  5. To save the copied security role, you have three choices:

Click Save to save the copied security role.

Click Save and New to save the security role and enter a new role.

Click Save and Close to save the security role and close the screen.

Note: To delete changes made since you last saved your schedule, choose File > Refresh. Use this feature with caution; once you refresh, your changes are lost.