Copying Groups

Owned by Stonebranch (Deactivated)
Feb 06, 2023
2 min read

Overview

You can make copies of all Universal Controller records, including Groups, using the standard method for Copying a Record: selecting Insert on the Action menu.

However, this method does not make copies of any records that are associated with the copied record. For Groups, Insert does not make copies of any Group Roles, Group Members, and Permissions that are associated with the Group.

The Copy option allows you to make a complete copy of a Group, including all records associated with the Group.

Copying One or More Groups from a Groups List

Step 1

From the Administration navigation pane, select Security > Groups to display the Groups list.

Step 2

Locate the Group(s) you want to copy (see Filtering).

Step 3

Copy the Group(s):
 
Copy One Group

  1. Right-click the Group Name.
  2. On the Action menu, , select Copy. A Copy Group pop-up dialog displays.



  3. Enter a new name for the Group and, optionally, exclude any of the following records from the copy:
    Group Roles
    Group Members
    Permissions
  4. Click Submit to create a copy of the Group.

 
Copy Multiple Groups

  • Ctrl-Click the Groups that you want to copy.
  • Right-click any of the selected Groups.
  • On the Action menu, select Copy.
  • On the Confirmation pop-up that displays, click OK. The copied Groups are added to the list, with - Copy added as a suffix to the Group Name for each Group. If a Group with that - Copy name already exists, another copy is not created.

Note

When copying multiple Groups; Group Roles, Group Members, and Permissions will not be excluded.

Copying a Group from the Group Details

Step 1

Select a Group from the Groups list. The Group Details for that Group displays.

Step 2

Either:

  • Click the Copy button.
  • Right-click the Details to display the Action menu, and then click Copy.

A Copy Group pop-up dialog displays.
 

Step 3

Enter a new name for the Group and, optionally, exclude any of the following records from the copy:

  • Group Roles
  • Group Members
  • Permissions

Step 4

Click Submit to create a copy of the Group.

Copy Permissions

To copy a Group, you must have either the ops_admin or ops_user_admin role.