How do I create a new role & copy rights from an existing role?

If you need to create a new user role, and want the role to have the same level of access as a role that already exists, it is easy to do this within a project. 

Helpful Hint: It is highly recommended to create the new role within the Master Project Template for your organization, to ensure that the new role is part of the copy process into all new projects created going forward.

To create a new Role & copy access from an existing role:

1. From the My Projects page, open the "Master Project Template" for your organization
2. From inside the project, click the red gear icon on the right-hand side of the page to open Project Admin Settings. 

   Helpful Hint: If you don't see the red gear icon, then you do not have access to make this change. Please check with your Site Admin to get the changes made that you need.

3. Under "General", click Roles
4. Click + Role in the top-right corner.
5. In the Add/Edit Role screen, enter a Role Description (ex. Internal-Project Coordinator).
6. In the dropdown under Copy Role Rights From, select the role you wish to copy access right assigns from
   (ex. Internal-Project Manager)
7. Under "Copy rights to", the default selection will be all threads, keep this option if you wish to have the exact same role permissions as the selected group.
   
8. Click Save.