Copy Job or Abstract Roles

You can copy any job role or abstract role and use it as the basis for a custom role. Copying roles is more efficient than creating them from scratch, especially if your changes are minor.

This topic explains how to copy a role to create a new role. You must have the IT Security Manager job role to perform this task.

Caution: While creating custom roles, make sure you assign only the required privileges. Assigning all the privileges may impact license usage. Before you proceed, see the topic Guidance for Assigning Predefined Roles.

Copy a Role

To copy a job or abstract role:

1. On the Roles tab of the Security Console, search for the role to copy.

2. Select the role in the search results. The role hierarchy appears in tabular format by default.

   Tip: Click the Show Graph icon to show the hierarchy in graphical format.

3. In the search results, click the down arrow for the selected role and select Copy Role.

4. In the Copy Options dialog box, select a copy option.

5. Click Copy Role.

6. On the Copy Role: Basic Information page, review and edit the Role Name, Role Code, Description, and Enable Role for Access from All IP Addresses values, as appropriate. Enable Role for Access from All IP Addresses appears only if location-based access is enabled.

   Tip: The role name and code have the default prefix and suffix for copied roles specified on the Roles subtab of the Security Console Administration tab. You can overwrite these values for the role that you're copying. However, any roles inherited by the copied role are unaffected by any name changes that you make here.

7. Click the Summary and Impact Report train stop.

8. Click Submit and Close, then OK to close the confirmation message.

9. Review the progress of your copy on the Role Copy Status subtab of the Security Console Administration tab. Once the status is Complete, you can edit the copied role.