Copy Role

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 six main steps:

Select 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.
Select the features and information users assigned to the role will be able to access. Since you are copying a role, the permissions enabled for the original role are already selected, but they can be disabled and others enabled. You can also enable or disable features after the role has been created.
Assign users to the new role using the Edit role feature.
Enable interaction access codes to determine which interactions and workflows this user can work with.
For roles that grant access to constituents and information through group associations, grant access to the appropriate groups. This step impacts the Department Head - Course Access role in Registration and all the Secondary Advisor roles in Advising.

New Permissions

When new permissions are added to a role, the default role automatically enables those permissions and users immediately have access to those new features. Copied roles do not. The new permissions are available, but not enabled. This gives admin users a chance to ensure they want users in those roles to have those features.

How To

Copy a Role

Use this option to create a new role based on an existing role, either a Jenzabar-provided role or a custom role created by your school.

From the System Roles page, find the role you want to copy.
From the Options drop-down list, select Copy role. The Copy Role page appears.
The Role Template field automatically shows the name of the template the role being copied is based upon. This field cannot be updated.
In the New Role Name field, update the role name to an easily recognizable name. The name can be based on how roles/positions are set up at your school as well as distinguish how this role differs from the role being copied.
In the New Role Description field, update the description to highlight permissions or features available to users assigned to the role. The description can help distinguish how the new role differs from the role being copied.
Click Continue. The Define Access options appear.
Select the checkboxes of the permissions you want to enable for this role.
Tip
The permissions enabled for the original role are already selected. They can be disabled and others enabled as needed.
Click Save. The Create Role page closes and the System Roles page reappears.

FAQ

What is the difference between creating a new role and copying a role?

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.

Why can't I change the role template?

The role template is based on the role you selected to copy. If you want to copy another role template, select another role based on it.

Is there a limit to how many times I can copy a role?

No, there are no limits to how many times a role can be copied. To eliminate confusion, Jenzabar recommends updating the new role name and description to distinguish the roles from one another.

Why can't I copy the Unrestricted User role?

The Unrestricted User role is used by Jenzabar to automatically provide your system administrator with an unlimited access role so they can set up J1 Web for other users and perform troubleshooting tasks. It is not intended for regular use.