Admins and Roles - Clone Role | Admin Guide - Zoho One

Clone role

Cloning a role comes to your rescue when you have to add the same set of permissions from an already existing role with a few more additional permissions. You can use the Clone Role option to duplicate the existing role, and then you can add the additional privileges to the new role.

Prerequisites

Roles required to perform this action:
  1. Organization Owner
  2. Organization Admin
The steps to clone roles vary between the two User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.
Spaces UI
Unified UI
Spaces UI
  1. Sign in to Zoho One, then click  in the top-right corner.
  2. Go to Admins, then click Roles next to the Admins tab in the top.
  3. Click on the Custom Role that you want to clone.
    Notes
    You can only clone Custom Roles. System Roles cannot be cloned. Know more about Roles.
  4. Click , then click Clone Role.

  5. Provide Role name and Description.
  6. Add more permissions to the new role as required, and click Create.



Unified UI
  1. Sign in to Zoho One, then click Directory in the left menu.
  2. Go to Admins, then click Roles next to the Admins tab in the top.
  3. Click on the Custom Role that you want to clone.
    Notes
    You can only clone Custom Roles. System Roles cannot be cloned. Know more about Roles.
  4. Click Clone Role.

  5. Provide Role name and Description.
  6. Add more permissions to the new role as required, and click Create.