This article lets you quickly copy an existing role to create a similar one with small permission changes saving time and keeping your access structure consistent.
Topics:
What is "Duplicate Role"
When to use it?
🔎 What is “Duplicate Role”
Duplicate Role allows you to create a new role based on an existing one.
It’s ideal when you need a similar setup with only minor permission changes.
- Saves time by copying an existing role’s permissions
- Reduces risk of missing key access settings
- Keeps your account structure consistent
🕒 When to use it
Use Duplicate Role when you:
- Want to replicate an existing role with slight customisation
- Need to create variations of a manager or admin role
- Are testing new permission combinations without altering the original role
⚙️ How to duplicate a role
- Go to Profile > Settings > Roles
- Find the role you want to copy
- Click the ⋮ (more options) button beside View button (if it’s a Core default Role) or Edit button (if it’s a Custom Role)
4. Select Duplicate Role
📸 : dropdown menu showing Duplicate Role option
- Enter a new name for the duplicated role
- Customise the role as needed by selecting each section below (See the article: Roles & Permission Overview for details)
📸 example of editing/customising a duplicated role
7. Click Save to confirm changes
💡 Best practice
Start with a similar role and adjust only what’s needed. This keeps permissions accurate and prevents accidental over-access.
🧠 Note
Default core roles (Account Owner, Administrator, Manager, Standard, Read-Only) cannot be deleted — but they can be duplicated to create new custom roles. Duplicating a role copies its current permissions only and does not keep it in sync with the original.