Copying access permissions

Copy access permissions as a starting point for creating new custom access permissions.

To copy access permissions:

  1. In Energy Hub, go to Setup > Users.
  2. On the Access tab, find the access permissions you want to copy.
  3. From the options menu (three dots) for these access permissions, select Copy access permissions. The Copy access permissions panel displays.
  4. In the Copy access permissions panel, update the information to define the new access permissions.
  5. Select Save.