dspConduct

Copy a Role

A Designer has the ability to copy a role for the purpose of creating and editing a new role.

When a role is copied, the currently assigned tasks, dependencies and role conflicts are assigned to the new role.

A role can be copied whether it is active or not.

Once the new role is created, it can be modified.

To copy a role:

1. SelectdspConduct > Design in the Navigation pane.
2. Click the Roles icon for a category.
3. Click Vertical View for a role.
4. Click the Copy Options tab.

5. Click Edit.

   View the field descriptions for the Copy Options tab on the Role page's Vertical View

6. Enter a name in the New Role Name field.
7. Click Save.
8. Click the Copy icon; a confirmation message displays.
9. Click OK.

The new role displays on the Role page.

 

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