Duplicate Role

Sometimes you will want to create a Role that is similar to an existing Role with just a few minor changes. In this instance it is more efficient for you to use the Duplicate Role option. Once you have duplicated a Role, you'll be able to customise it.

You can create a new role based on an existing role by clicking the drop down button next to the role you would like to copy

Select the option “Duplicate Role”

Provide a name for the Role

Customise the role as desired by clicking into the following sections:

Account Administration

Communication

Email Campaigns

Integrations

Contacts

SMS Campaigns

Automation

Reporting

Click Submit

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