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.

                mceclip0.png

 

 

                               mceclip1.png   The Edit Role screen appears.

 

               mceclip1.png

 

4.  Click the Save button.

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

   6.  Click the Role actions button.

 

      mceclip2.png

 

                                  mceclip1.png   A pop-up menu appears.

 

            mceclip3.png

 

    7.  Select Paste Replace.

 

               mceclip1.png   The Edit Role screen appears.

    mceclip4.png

 

8.  Click the Save button.

 

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

   mceclip5.png

 

 

 

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