Copy a security role

Applies To: Dynamics CRM 2013

If you want to create a security role that is similar to another security role, you can copy an existing security role and save it with a new name. You can then modify the privileges and access levels to accommodate the new security role.

1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. 

   Check your security role

   • Follow the steps in View your user profile.

   • Don’t have the correct permissions? Contact your system administrator.

2. Follow the steps for the app you’re using.

   If using the CRM web application

   1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

   2. Choose Settings > Administration > Security Roles.

   If using CRM for Outlook

   1. In the Navigation Pane, expand your organization if necessary, and then choose Settings > System > Administration > Security Roles.

3. In the list of security roles, under Name, choose to select the security role you want to copy, and then on the Actions toolbar, choose More Actions > Copy Role.

4. In the Copy Security Role dialog box, in the New Role Name text box, type in the name for the new security role.

5. To modify the new security role after creating a copy, verify that the Open the new security role when copying is complete check box is selected; otherwise, clear the check box.

6. Choose OK.

See Also

Security concepts for Microsoft Dynamics CRM
Control data access
Manage security, users and teams
Manage users

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