Copying Security Roles

This article explains how Encompass® Administrators can efficiently replicate User Roles and Permissions from one user to another, ensuring consistent access levels without manually configuring each role. To do this, Administrators navigate to Settings > Users > Copy User Security Roles, select the source user and the target user, and confirm the assignment. Once saved, the target user inherits all selected roles and permissions from the source user. This process streamlines user management and maintains consistent security and access controls across the system.

 

From the dropdown next to your name, click Settings.

 

Select Copy User Security Roles in the Users box.

 

Select the user and group/company to copy the roles from, and then the user and group/company to copy the roles to.

Click Save to store the new security roles for the user.