How do I duplicate roles using a template? (Premium)
If you're duplicating roles, the role template functionality will effortlessly speed up the process.
To create a role template, your organization needs to be on the Premium plan and you need to have the Admin status in GlassFrog.
- As an administrator of the organization, go to your Admin menu and select 'Organization Settings'. Then go to the 'Role Templates' tab and click on the button "Add Role Template."
- Fill in the fields you want to show in the template and click 'Save'. The role template is now created.
- Now, in Governance meetings, Secretaries will be able to pick the template from a dropdown list when creating a new role, by choosing the right template. Doing this will make the fields automatically get filled in.
Related Article: How do I duplicate roles in a free organization?