Description
Cloning a role allows you to quickly duplicate an existing set of permissions and create a new role with minimal setup. This is useful when you need a role similar to an existing one but with small adjustments. Instead of building a new role from scratch, you save time and reduce the risk of missing a permission.
How it works
- Go to Settings > Roles.
- Locate the role you want to duplicate. Hover over it, a Clone button appears.
- Click the Clone button. Beeye creates a new role with the same permissions and a “Copy” suffix in the name.
- Edit the cloned role
- Change the role name to something meaningful (e.g., Staff– Office A).
- Adjust any permissions (e.g., change “Edit Project” from Team to Me).
- Save your changes.
- The new role will now appear in the list and can be assigned to resources.
Pre-requisites :
- Permissions required: Settings > View and Edit Roles
- Data required: At least one existing role must be available to clone.