3.3 Copy a Role / Circle

When setting up the governance structure, some roles in different circles might have similar purpose/accountabilities. In this case, we can use the Copy function to make this process more efficient.

Step 1: Go to a role list, click the 3 dots icon to show more options.

3 dots option

Step 2: In the option list, click "Copy this item".

Copy this item

The copied new item will appear under the original role. You can edit it directly. Or, if this role belongs to another circle, you can use "Move item" function to move this role.