Copy Security Roles Between Encompass Users

Purpose

This article explains how Encompass Administrators can replicate User Roles and Permissions from one user to another, ensuring consistent access levels without manually configuring each role.

When to Use This Article

• A new user needs the same roles and permissions as an existing user.
• You want to quickly set up consistent access across multiple users.
• You are onboarding a replacement for someone who already has the correct role configuration.

Steps to Follow

1. From the dropdown next to your name, click Settings.

2. Select Copy User Security Roles in the Users box.

3. Select the user and group/company to copy the roles from, and then the user and group/company to copy the roles to.

4. Click Save to store the new security roles for the target user.

What Not to Do / Common Pitfalls

• Do not copy roles from a user with elevated permissions (e.g., Purge, Administrator) unless the target user truly needs that level of access.
• Do not assume copying roles replaces existing roles -- verify the target user's final role set after saving.
• Do not forget to select the correct group/company for both the source and target users.

Escalation Path

If the Copy User Security Roles option is not available or the roles do not apply correctly, contact J. J. Keller Support at 1-800-327-1342 for assistance.