VerticalChange

As an account owner in VerticalChange, you have the ability to "copy" Permission Sets.

This can come in handy when doing things like:

Needing to create a new permission set that almost mirrors an existing Permission Set without having to build it from new. Simply copy the existing Permission Set and edit what is or is not needed.

When you have users in different roles but they need the same Permission Sets. Copying the existing Permission Set will allow you to quickly set up more than one Permission Set and simply edit the title of the new Permission Set.

- Needing to create a new permission set that almost mirrors an existing Permission Set without having to build it from new. Simply copy the existing Permission Set and edit what is or is not needed.
- When you have users in different roles but they need the same Permission Sets. Copying the existing Permission Set will allow you to quickly set up more than one Permission Set and simply edit the title of the new Permission Set.

Follow these steps to copy a Permission Set

Find the Permission Set that you'd like to copy and click on to "Copy" button.

You will see a message that your Permission Set was copied successfully.

The copied Permission Set will now show in your list of Permission Sets with "Copy" in front of it.

To update the name, simply click on the Edit button and change the name to whatever you'd like the new Permission Set to be named.

1. Go to Account on the left-hand menu.
2. Go to Permission Sets tab.
3. Find the Permission Set that you'd like to copy and click on to "Copy" button.
 
 
4. You will see a message that your Permission Set was copied successfully.
5. The copied Permission Set will now show in your list of Permission Sets with "Copy" in front of it.
6. To update the name, simply click on the Edit button and change the name to whatever you'd like the new Permission Set to be named.

You can now edit any permissions that might need to be adjusted for the new permission set. 

Please note that when copying a Permission Set, everything associated with that Permission Set will also copy over, including: Program/Form Assignment, Permissions, and Assign Rights.