To streamline the creation of access rules for each role, it’s possible to copy one role’s access settings to another and tweak the new role as needed.

To copy member access from one role to another:

  1. Navigate to the Security module.
  2. Select the Security Profile Access tab.
  3. Select the profile to update from the dropdown list in the top left.
  4. Select the dimension/hierarchy combination to update from the Hierarchies panel.
  5. Select the role to copy from the Roles panel.
  6. The Copy role dialog appears. The Role to copy is defaulted to the selected role.
  7. Select a role to overwrite by selecting a role in the Role to overwrite dropdown list.
  8. Select Copy to copy the profile; otherwise, choose Cancel to cancel the action.