Reset a role to defaults, or duplicate it

Any customised built-in role can be reset to the platform default, and any row can be duplicated into a new named preset.

What it is

Two escape hatches on each preset row. Reset deletes the company override so the role falls back to the platform definition, behind a branded confirm that states exactly what will happen. Duplicate copies the row's permissions into a new custom preset named '<role> (copy)'.

Also called: undo my permission changes · copy a role · start from the standard role

See it
Reset a role to defaults, or duplicate it
Area
Platform & Admin
Group
Roles & permissions
System
Team & Access
Solves
2 named problems
01Reset is only offered on rows that actually have a saved override.
02The confirm dialog reads 'This role's permissions return to the platform defaults. Your customizations for it will be removed.'
03Duplicate saves a new non-builtin preset with the same base role and permissions.
The branded confirm dialog for Reset over the presets list. Sample data — no customer information appears here.
How it works
  1. 1Reset is only offered on rows that actually have a saved override.
  2. 2The confirm dialog reads 'This role's permissions return to the platform defaults. Your customizations for it will be removed.'
  3. 3Duplicate saves a new non-builtin preset with the same base role and permissions.
Why we built it

Editing permissions is exactly the kind of change an owner is nervous about. A guaranteed way back to a known-good definition, plus a way to experiment on a copy instead of the live role, makes the tab safe to use.

The problem
  • There was no way back from a bad permission customisation.
  • Experimenting meant editing the role people were already using.
Sound familiar?
What you get
Permission edits are reversible.
New role variants start from something that already works.

See it on your own jobs

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