How do I copy a user's job role?

To copy a job role to another user in online banking for business, first make sure you have:
 

• The Manage users permission and the associated right to View
• The Manage permissions permission and the associated rights to View and Edit (if you need to approve the creation of a job role, make sure you also have the Approve and Self-approved rights)
• The Manage legal entities permission and the associated right to View
• The Manage account groups permission and the associated right to View
• The Manage job roles permission and the associated right to View
• The Manage self-approved permissions permission and the associated right to View
   

To copy a job role to another user:
 

1. Sign in to online banking for business.
2. In the left menu under Administration, click Manage access.
3. Select the Users and permissions tab, then select the one for whom you want to copy a job role.
4. Click Edit permissions, then click Copy roles.
5. Select the user with the job roles and account groups you want to copy by searching for them by their first and last name, or user ID.
6. Click Apply.
7. Then click Save.
    

Approvers must approve the copy of a job role. They will receive a notification advising them that action is required on their part.
 

Good to know

• A user without an assigned job role cannot perform any tasks and must contact their administrator to access the features associated with an organization's account.
• You can assign multiple job roles to a user.
• The System administrator job role cannot be copied.
• If the job role has an approval level and the right to Approve, the self-approved feature will be automatically activated. You can deactivate it, if needed.
• Self-approved rights allow a user to approve a task that they initiate themselves.