Copy Security Roles

After making your selection, the Access Control records of the security role will appear in the grid at the bottom of the page. Once your selection is made, click the Continue button to transition to Step 2.

This step displays the Foreign Organization records that will be copied. It also displays the Valid Department records for this security role. If a previous selection needs to be removed then click the Previous button. Once selections have been made, click the Continue button to transition to Step 3.

This step displays the Secured Field Access records linked with the security role selected. Select any Secured Field Access record to view its Field Comparison records. If a previous selection needs to be removed then click the Previous button. Once selections have been made, click the Continue button to transition to Step 4.

This step allows the entry of identification information related to the creation of the new security role. When finished entering information for the new role, select the Create New Security Role button to complete the copy security role process.