Copy a User Role

You can base a custom user role on an existing custom or default role by cloning the role and making changes.

Available in: Account Engagement Advanced Edition Available for an additional cost in: Account Engagement Plus Edition

User Permissions Needed
To create a custom role:	Account Engagement Administrator role

Select Admin (Account Engagement Settings in the Lightning app), and then User Management | Roles.
Find the role you want to copy, and click Copy.
Name the role
Edit the role’s abilities.
When finished, save the role.

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