Reuse the setup from another project - HxGN Smart Build - Version 5.0 U3 (5.0.3) - Help

HxGN Smart Build Insight Help

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Sometimes, new projects have the same or very similar roles, role groups, and permissions as an existing project. If so, you can quickly set up the new project by importing the roles, role groups, and permissions from the existing project then adjusting them as needed.

  1. On the left bar, click Administrator Settings > Permissions.

  2. Select the project you are working on.

  3. Click Import, and select the roles, role groups, and permissions to import from the existing project.

  4. If you need to, you can make changes after the import:

    To change this

    Click this

    For help, see this

    Role groups in the project

    Role group

    Add role groups to a project

    Roles in a role group

    Role group, then click Options on the role group

    Permissions given to a role

    Permissions

    Assign permissions to roles

What's next?