How to Duplicate a Role with Permissions in ERPNEXT

Sanmugam · October 7, 2024, 6:19am

Hi everyone,

Could someone assist me with this?

Is there a way to create a custom role duplicating an existing role and its associated permissions?

In my case, I’m trying to duplicate the “Sales Manager” role, but the “Duplicate” option only copies the role data and not the associated permissions.

NCP · October 7, 2024, 7:08am

Go to the Custom DocPerm (to do this, open the doctype and search for Custom DocPerm, then open it). Export the Sales Manager role, update the new name, and import it. After that, check if it works.

You can’t simply duplicate the role because it’s set at the doctype level, and sometimes it’s not stored in Custom DocPerm. So, make sure to check it from your side.

Sanmugam · October 7, 2024, 11:56am

Thanks, @NCP for your valuable input it’s working. Is the same way for import Role Permission for Page and Report

yusuf · October 7, 2024, 4:59pm

To clarify @NCP 's reply,

Go to New Data Import, Select ‘Custom DocPerm’ as the document type, and Import type ‘Insert New Records’, and Save.
Download template and filter out for desired role whose permissions you wish to duplicate.
Create the new Role in ERPnext
Replace the Role name in the template with the newly created name.
Import.

federico_calvo · November 27, 2024, 3:32pm

github.com/frappe/frappe

feat: role replication

frappe:develop ← rtdany10:role

opened 02:02PM - 24 Jun 24 UTC

rtdany10

+122 -0

![image](https://github.com/frappe/frappe/assets/52111700/38565114-9f7c-4747-b61…8-c514f6dc431d) Role Replication allows users to easily replicate/extend role based access. Often, we might have to give access to a user which is very similar to an existing role but with slight variation. For example, a purchase executive might not need all the access granted to Purchase User role. In such cases, we have to create a new role and then assign the access to each doctype individually via Role Permission Manager. This is hectic and takes a lot of time. For example, to create a role that would have access to create a Purchase Order, you will need to grant access to: - Supplier - Company - Purchase Taxes and Charges Template - Payment Terms - Payment Terms Template - Accounts - Buying Settings and the list goes on, based on the link fields you have in the doctype and code based dependency, fetch from etc. On the contrary, it is easier to have a another role with same access as Purchase User and then strip it down based on use case. Role Replication allows you to replicate the role with it's access rights.

NCP · November 27, 2024, 3:38pm

thanks for update @federico_calvo