Clone a role

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This procedure clones an existing role so that you can customize it.

1. Log in to the Automate Admin portal.

   Note

   Administrators can create or clone roles at or below their hierarchy.

2. Go to the Role Management list view.

3. Click on a role to view its details.

4. Click the toolbar Clone icon.

5. Modify the cloned role. You can update any fields.

   Ensure you provide a value or select an option for all mandatory fields (Name, Access Profile, Menu Layout, Dashboard).

   Optionally, you can also change the role description, interface (if relevant), theme, Self-service links (if relevant), or permitted hierarchy types.

   Note

   The role name must be unique. Provide a descriptive name, using up to 50 alphanumeric characters, including spaces, period(s), hyphens (-), and underscores (_).

6. Save your changes. The new role is created.