Skip to content
  • There are no suggestions because the search field is empty.

New Feature: How to Copy a Role, Custom Alert Form, or Alert Template

The system now includes a copy/duplicate feature that allows you to quickly create copies of existing Roles, Custom Alert Forms, or Alert Templates. This feature saves time by allowing you to build upon existing configurations rather than starting from scratch.

Getting Started

Step 1: Navigate to the Appropriate Management Screen

Choose one of the following options based on what you want to copy:

  • Manage Roles - to copy administrator roles
  • Custom Alert Forms - to copy Custom Alert Forms templates
  • Templates - to copy other alert creation system templates

Step 2: Locate the Copy Icon

Once you're on the management screen, you'll see a new icon option next to each item in the list:

  • Look for the stacked paper icon (📋) in the action column on the right side of each row
  • This icon appears next to the delete (trash) icon

copyrolesetc1

Step 3: Click the Copy Icon

When you click the stacked paper icon, a "Copy Role" dialog box will appear (the title will vary depending on what you're copying: "Copy Role," "Copy Custom Alert Form," or "Copy Template").

Copy Options

The copy dialog provides three options:

Cancel

  • Cancels the copy process
  • Returns you to the management screen without making any changes

Create

  • Creates an exact duplicate of the selected Role, Custom Alert Form, or Template
  • The copy is created immediately with all the same settings as the original
  • The system automatically adds "Copy" to the end of the name (e.g., "Admin" becomes "Admin Copy")

Customize

  • Allows you to modify the Role, Custom Alert Form, or Template before saving it
  • Opens the configuration screen where you can adjust settings, permissions, or other properties
  • Useful when you want to use an existing item as a starting point but need to make changes before saving

copyrolesetc2

Naming Your Copy

The system automatically appends "Copy" to the end of the original name. For example:

  • Admin → Admin Copy
  • Manager → Manager Copy
  • Alert Form (Core Plan) → Alert Form (Core Plan) Copy

When Can You Change the Name?

You can rename your copy at any of the following times:

  1. In the Copy dialog - Edit the "New Role Name" field before clicking Create or Customize
  2. During customization - If you choose "Customize," you can change the name in the configuration screen
  3. After saving - You can edit the name later by accessing the item's settings

Best Practices

  • Use Create when you need an exact duplicate with minimal changes
  • Use Customize when you need to modify permissions, settings, or configurations before deploying the copy
  • Always review the automatically generated name and update it to something meaningful for your organization
  • Consider using naming conventions that clearly identify copies and their purpose (e.g., "Manager - Regional Copy" or "Alert Form - Q1 2026")

Need Help?

If you have questions about copying roles, forms, or templates, please contact your system administrator or the support team.