Copy Advising Roles
Important
Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.
The Copy Role process has four main steps:
Selecting the existing role you want to base the new role on. The role you select determines what features can be enabled. For example, the features available to be enabled for an Events Administrator will differ from those for an Events Viewer.
Update the role name and description to eliminate confusion with the original role.
Selecting the features and information users assigned to the role will be able access. Since you are copying a role, the permissions enabled for the original role are already selected. They can be disabled and others enabled. You can also enable/disable features after the role has been created.
Assigning users to the new role using the Edit role feature.
Tip
Jenzabar recommends you use a role name that most administrative users will easily understand. For example, you can base role names on your organizational hierarchy, such as Department Head or Registrar. Then tailor the new role description to briefly describe the role. This can be particularly helpful in distinguishing multiple roles with similar permissions.
Jenzabar recommends that you tailor the new role description to briefly describe the role. This can be particularly helpful in distinguishing multiple roles with similar permissions.
From the Manage Advising Roles page, find the role you want to copy.
Tip
Roles can be searched using the search filter or sorted using the top row column arrows.
Create a role creates a new custom role based on a Jenzabar-provided role template. You select the permissions and settings to enable for the role.
Copy a role creates a new role based on an existing role. The new role inherits the source role's Permissions, Module Access settings, and User-Defined Field permissions, providing a starting point that can then be modified. Users and Associations are not copied.
Note
In either case, copied or created, only the permissions are inherited. No users are copied over with the new role.
Only Jenzabar-provided roles are available to be used as a template in the create role process. If you want to create a new role based on a role you have customized or created, use the Copy role feature from the System Roles page.
The role template is provided by Jenzabar and cannot be modified. This helps ensure the base template can easily be identified by other administrative users when creating roles. You can tailor the name of the role being creating using the New Role Name field.