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Copy users to singular role

  • December 5, 2024
  • 1 reply
  • 40 views

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Hello All! 

I am looking to combine our current users' roles into singular roles. For example: I am part of 5 roles. I created a new role; I want to copy everything that I am a part of and move it into this singular role. Is this possible without having to go through and copy all permissions from each role? I hope that was clear… 

 

Thanks,

Brent

Best answer by Laura03

Hello,

If you are looking for the “Merge Roles” screen or button, it doesn’t exist. I think you will need to combine the roles manually or leave them separate, as is.

I encourage you to add your idea to the Ideas section of this Community, so we may Vote for ability to combine Roles in future Acumatica versions. I searched Ideas and the closest I could find is to add the ability to export roles from one tenant to another:

Laura

1 reply

Laura03
Captain II
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  • Captain II
  • Answer
  • December 5, 2024

Hello,

If you are looking for the “Merge Roles” screen or button, it doesn’t exist. I think you will need to combine the roles manually or leave them separate, as is.

I encourage you to add your idea to the Ideas section of this Community, so we may Vote for ability to combine Roles in future Acumatica versions. I searched Ideas and the closest I could find is to add the ability to export roles from one tenant to another:

Laura