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Version: OpCon (Cloud - Current)

Copying Roles

Theme: Configure
Who Is It For? System Administrator, Automation Engineer

What Is It?

Use this procedure to copy Roles in Solution Manager.

Administration

Required Privileges

To copy a role, you must have at least one of the following privileges:

  • System Administrator
  • All Function Privileges
  • All Administrative Functions

Copying a Role

note

The Role_ocadm role cannot be copied.

To copy a role in Library > Access Management > Roles, complete the following steps:

  1. Select the role to copy from the roles list
  2. Select the context menu button Context Menu Button
  3. Select Copy the selected role
  4. Enter the name of the target role in the Copy Role dialog
  5. Select Save to add the role or Cancel to dismiss the dialog

Copy Role

FAQs

Q: Why would you copy roles instead of creating a new one?

Copying roles is useful when you want to reuse an existing configuration as a starting point. All settings from the original are duplicated, and you can then modify the copy as needed.

Q: Does copying roles require a new unique name?

Yes. The copy must be saved with a new unique name to distinguish it from the original roles record.

Glossary

Resource: A numeric variable in OpCon representing a finite pool. Jobs can be configured to require a set number of resource units to run, limiting concurrent executions and preventing resource contention.

Role: A named security profile in OpCon that groups privileges together. Roles are assigned to user accounts to control which features, schedules, jobs, machines, and administrative functions a user can access.

Privilege: A specific permission granted through an OpCon role that controls access to a feature, function, or object type. Privileges are organized into categories such as Function Privileges, Machine Privileges, Schedule Privileges, and Access Codes.