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Copy Role

Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.

To copy a custom role, follow the steps below:

STEP ACTION
1 Go to the Administration > Role Management screen
2 Locate the role to copy and use one of the following methods to copy the role:
  • Method 1: Right-click on the role and click Copy on the Context Menu
  • Method 2: Select the role and click Actions > Copy on the Control Bar
  • Method 3: Click on the role in the list to display the Role Details screen and then click Copy on the Control Bar
To find a role, click Filter and enter a search string into one or more of the text fields that appear under the column headings.
3 Enter a unique Role Name up to 60 alphanumeric characters
4 Enter a Role Description up to 200 alphanumeric characters
5 Click Submit at the bottom of the screen
6 Click OK in the confirmation pop-up window
RESULT: The result depends on the Administration Model being used:
  • For organisations that require one Administrator to approve administration changes, a confirmation message is displayed advising that the role has been created. The role's status is set to Approved and the role can be assigned to users.
  • For organisations that require two or more administrators to approve administration changes, the request will require additional approval. The role’s status is set to Pending Approval. Another Administrator must approve the creation of the role before it can be assigned to users.