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Finance | Project Operations, Human Resources, ...
Answered

Copy Function Does not Work In Securityconfiguration Roles Management

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Posted on by 132
Hi all,
my problem is that copy function for roles does not work, so I can not Copy existing role into new one.
please help!
1106.pastedimage1659428037723v1.png
thanks in advance.
I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    301,020 Super User 2025 Season 2 on at

    Hi Reebas,

    I have moved your question to the Dynamics 365 Finance forum.

    What exactly do you mean to say that the button is not working. What is the exact use case you try to achieve? You can't copy a role to a new role. What you can do is copy a role into a sub role node. Or first create a new role. Then copy all duties or other role objects and paste it in your new role.

  • Verified answer
    Prem Kumar Bachu Profile Picture
    3,418 on at

    Hi,

    Copy option is for duties and privileges. If you want to club the roles, you can use sub-roles functionality in security configuration.

    See below link where Andre explained clearly about duplicate and copy functionality.

    community.dynamics.com/.../security-role---copy-vs-duplicate

  • REEBAS Profile Picture
    132 on at

    Hi André

    My case here is that I am trying to copy entire existing Role into a new Role, I press Copy in the role then when I wanna Past the role into a new one nothing appears like paste for example.

  • Ankit Life Profile Picture
    681 on at

    Hi REEBAS,

    As mentioned above, use duplicate button which is just left to copy. It will duplicate the same role and you can assign name as per requirement.

    If you want to use copy then it needs to done one by one for duty/privilege.

    Regards,

    Ankit

  • Verified answer
    André Arnaud de Calavon Profile Picture
    301,020 Super User 2025 Season 2 on at

    Hi Reebas,

    For this purpose, you can use the function 'Duplicate' when you selected the security role. It will then ask you to provide a new name for the copy of the security role.

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