Copy a security role to save time

Note

If you have enabled Unified Interface only mode, before using the procedures in this article do the following:

1. Select Settings () on the navigation bar.
2. Select Advanced Settings.

   

If you want to create a security role that's similar to another, you can copy an existing security role and save it with a new name. You can then modify the privileges and access levels to accommodate the new role.

Note

• You can’t copy a security role to a different business unit.
• Security role privileges are subject to change with updates and the copied security role could become out-of-date. You should periodically check security role privileges. See Create an administrative user and prevent elevation of security role privilege for an alternative method to assign security role privileges that will change dynamically.

1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

   Check your security role

   • Follow the steps in View your user profile.

   • Don’t have the correct permissions? Contact your system administrator.

2. Go to Settings > Security.

3. Click Security Roles.

4. In the list of security roles, under Name, click or tap to select the security role you want to copy, and then on the Actions toolbar, click or tap More Actions > Copy Role.

5. In the Copy Security Role dialog box, in the New Role Name text box, type in the name for the new security role.

6. To modify the new security role after creating a copy, verify that the Open the new security role when copying is complete check box is selected; otherwise, clear the check box.

7. Click OK.

See also

Security concepts for Microsoft Dynamics 365 for Customer Engagement
Security roles
Field level security Prevent elevation of security role privilege