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Compare and Combine Security Roles

Compare the rights and restrictions of two or more security roles and combine these roles.

  1. In the Advanced Menu, go to Administration > Security Roles.
  2. Select two or more security roles from the list.
  3. From the Reports menu, select Compare and Combine Security Roles.
  4. Choose which role to keep and which role to combine to select parameters. Optionally, identify which roles not to combine in a table.
  5. Click View Report.
  6. Compare security roles.
  7. Optional: Save the report to PDF, if needed.
  8. Click Combine Roles.

All individuals with either of the selected roles now have all rights and restrictions of both roles.