Copy a security role

 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

If you want to create a security role that is similar to another security role, you can copy an existing security role and save it with a new name. You can then modify the privileges and access levels to accommodate the new security role.

System_CAPS_noteNote

You can’t copy a security role to a different business unit.


  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Security.

  3. Click Security Roles.

  4. In the list of security roles, under Name, click or tap to select the security role you want to copy, and then on the Actions toolbar, click or tap More Actions > Copy Role.

  5. In the Copy Security Role dialog box, in the New Role Name text box, type in the name for the new security role.

  6. To modify the new security role after creating a copy, verify that the Open the new security role when copying is complete check box is selected; otherwise, clear the check box.

  7. Click OK.

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