ANS-1732 · ROLES, PERMISSIONS & SECURITY
How to Duplicate or Copy a NetSuite Role for Customization
Quickly duplicate NetSuite roles, standard or custom, to tailor user permissions and access levels.
Short answer
To duplicate a standard NetSuite role, click "CUSTOMIZE". For a custom role, click "EDIT" and then use the "SAVE AS" option. This allows administrators to efficiently create new roles based on existing configurations, saving time and ensuring consistency in user permissions.
Scenario
NetSuite administrators often need to create new user roles that are similar to existing ones but require slight modifications. Instead of building a role from scratch, duplicating an existing role provides a more efficient starting point. This approach ensures consistency and reduces the effort involved in setting up new user permissions.
Solution
The method for duplicating a NetSuite role varies slightly depending on whether the role is standard or custom.
To duplicate a standard role: Navigate to the desired standard role and click the
CUSTOMIZEbutton. This action will create a new custom role based on the standard role's permissions, which can then be further modified and saved under a new name.To duplicate a custom role: Access the custom role you wish to copy and click
EDIT. Within the role's configuration page, locate and utilize theSAVE ASoption. This will generate a new custom role with the same settings as the original, allowing for independent adjustments.
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