I want to copy a Role

  • You can copy existing Roles when you need a new Role for users that’s similar to an existing one.

    1. On your Administration page, select Manage roles to display your organisation existing Roles.

    2. Click Down arrow in the Role's row and select Copy from the pop-up menu displayed
    3. Change the Role's details and entitlements as required, ensure you give the Role a name and description.
    4. Once you have set the entitlements click Save to save the Role.
    5. The Role will then need to be approved

How helpful is the information on this page?

Important legal information

Calls may be monitored or recorded in case we need to check we have carried out your instructions correctly and to help improve our quality of service.

Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no. 2065. Telephone: 0207 626 1500.

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under Registration Number 119278.

Eligible deposits with us are protected by the Financial Services Compensation Scheme (FSCS). We are covered by the Financial Ombudsman Service (FOS). Please note that due to FSCS and FOS eligibility criteria not all business customers will be covered.

Lloyds Banking Group includes companies using brands including Lloyds Bank, Halifax and Bank of Scotland and their associated companies. More information on Lloyds Banking Group can be found at www.lloydsbankinggroup.com