How To Duplicate A Role


This article contains step-by-step instructions on how to copy and paste a role in your org chart.


  1. Hover the mouse over the role box.
  2. Click the Role actions button.
  3. Select Copy Role from the pop-up menu.




                               mceclip1.png   The Edit Role screen appears.




4.  Click the Save button.

5.  Hover the mouse over an unassigned or vacant role box.

   6.  Click the Role actions button.




                                  mceclip1.png   A pop-up menu appears.




    7.  Select Paste Replace.


               mceclip1.png   The Edit Role screen appears.



8.  Click the Save button.


                 mceclip1.png   The Customer Support Rep role is now duplicated.





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