Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

When creating a new Role, can I copy another Role or do I have to start from scratch?

Roles can be copied so that individual permissions can be added or taken away. To copy a Role, navigate to OP Practice Portal > User Administration > Roles. Then, complete the following:

  1. Select the Role that will be copied.
  2. Click the Duplicate Role button located in the upper right-hand corner of the window.
  3. Give the new Role a Name and Description in the appropriate fields.
  4. Select or deselect the permissions that are applicable to the new Role.
  5. Review the members of the new Role.
  • If a member is listed that should not be carried over to the new Role, click the Remove button. To remove more than one member at a time, select the checkbox to the left of each member's name, and select Remove from the Action drop-down menu.
  • To add a member that is not already listed in the new Role, search for and select them using the Add User search field.
  1. Click the Save button to save the new Role.