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Edit Role

How to edit a role

Kevin avatar
Written by Kevin
Updated over 2 years ago

STEPS

  1. Click Settings

    Click Settings

  2. Click Roles

    If you don't see this option, you may not have permission to access Roles.

    Click Roles

  3. PLEASE NOTE: Only custom roles are editable
    Default roles cannot be edited although copies of default roles are editable.

    PLEASE NOTE: Only custom roles are editable

  4. Click Gear

    Click Gear

  5. Click Edit
    If there is no Edit option, this is because it's a default role which is not editable. Try making an editable copy instead.

    Click Edit

  6. Review Role Name
    Make any necessary edits.

    Review Role Name

  7. Enter Role Description
    Make any necessary edits.

    Enter Role Description

  8. Permissions
    Make any necessary edits.

    Permissions

  9. Don't Forget to Save

    Don't Forget to Save


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