Copy a security role

Can I do this task?

If you want to create a security role that is similar to another security role, you can copy a security role with a new name and then modify the privileges and access levels for the new security role. You cannot copy a security role to a different business unit.

1. In the Navigation Pane, click Settings, click Administration, and then click Security Roles.
2. Select the security role you want to copy.
3. On the Actions toolbar, click Actions, and then click Copy Role.
4. In the Copy Security Role dialog box, in the New Role Name box, type the name for the new security role.
5. If you want to change the privileges for the new security role, select the Open a new security role when copying is complete check box.
6. Click OK.

Note

If you need to back up your security role changes, or export security roles for use in a different implementation of Microsoft Dynamics CRM, you can export them as part of exporting customizations. More information: Export Customizations and Configurations