Copying Groups
You can use settings of an existing group definition to create a new group in one of these ways:
- Use the Save As feature while in Edit mode. With this approach, you can enter changes on all subtabs before selecting Save As, or you can select Save As first and then enter the changes on all subtabs.
- Use the Copy menu. With this approach, displaying a group is not required. After you select the source group, specifying the name is sufficient. Other settings are copied exactly from the source. You can edit these later.
Note: To copy a group, you must have Add and Edit permissions for Manage Group.
To use Save As:
- Display the policy in Edit mode.
- Enter the required changes now or later.
- Click Save As and confirm.
If you entered changes before clicking Save As, the Management Portal asks you to confirm the changes.
- In the General Information subtab, enter a unique name for the group (required).
- Enter additional changes on the other subtabs as required.
- Save the information.
To use the Copy feature:
- On the Groups tab, click Copy to open the Copy page.
- Enter a unique name for the group.
- Select the source from the Copy From Group drop-down list.
- Save the information.
- If you need to customize the new group's other subtabs, display the group in Edit mode and continue making changes.
