JEKASupport

Clone a Role

Copy a staff role or a property role into a new role, then change its name and its permissions.

A clone copies the permissions of a role into a new role. Start from the role that is nearest to what you need, then change only what is different. You can clone staff roles and property roles.

Before you start

  • To open the Roles tab, your role needs User accounts set to Add & edit. By default, only the Admin role has it.
  • You can clone a role only when you hold each permission that it gives. A role that gives a permission you do not hold has no copy button.
  • You cannot clone Super Admin.

Clone a role

1. Go to Settings > Roles. The page has two lists: Staff roles and Property roles.

2. Find the role that is nearest to what you need.

3. Select the copy button at the right end of the row of that role. When you point to the button, it shows Copy this role into a new one.

MyWatchtower creates the new role at once and shows Role cloned, or Property role cloned. The new role has the name of the original with (cloned) at the end, for example Gate Attendant (cloned). A second clone of the same role gets (cloned 2). MyWatchtower shortens a long name so that it fits. The new role goes to the bottom of its list.

4. Select the row of the new role. A dialog opens with the name and the permissions of the role.

5. In Role name, type a name that tells what the role is for. A staff role name can have up to 50 characters. A property role name can have up to 20 characters.

6. Change the permissions. Each area has a card. On the card, choose No access, Can view, Can manage or Full control. To set each permission of the area, select the arrow on the card, then use the View, Add & edit and Delete checkboxes. A mix of choices shows as Custom. You cannot give a permission that you do not hold.

7. Select Save changes.

The Roles page with the Staff roles list. Each role except Super Admin has a copy button.

The Edit role dialog for the Gate Attendant role, with the role name and the permission areas

What the clone keeps

  • The clone starts with the permissions of the original. After that, it is a separate role. A change to one role does not change the other.
  • Nobody has the new role until you give it to a person.
  • The clone is not a default role, so you can rename it.
  • If your community is part of a community group, the roles are shared across each community in the group. A change applies everywhere.

After you clone

  • Move the new role to the correct place in its list. A role higher in the list outranks the roles below it, and a person can give only the roles below their own. On a computer, drag the handle of the row. On a phone, use the up and down arrows. Then select Save order. See *Reorder the Role Hierarchy*.
  • To give the new role to a staff member, go to Access > User list, select the person and choose the role in User role. See *Managing Community Users and Residents*.

For more about roles and the default roles, see *Managing Roles and Permissions*.

Was this article helpful?

  • Create a Custom Role

    Make a new staff role or property role, then choose what each person who has it can do.

  • Managing Roles and Permissions

    Open Settings > Roles to see the staff roles and the property roles, set the access of a role on its cards, and learn the rules of the role order.

  • Reorder the Role Hierarchy

    Move the staff roles and the property roles into a new order on Settings > Roles, then select Save order.

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