Skip to content
English
More support
Get More Help
  • There are no suggestions because the search field is empty.

How do I edit/delete a Role?

Press the Organization Role's ellipses and select Edit Role.

  1. From the main menu, select Organization Settings.
  2. Click on Roles and Positions.
  3. Find the Organization Role.

  4. Click the associated arrow.

  5. Select the Edit Role button. A new window populates.

  6. Make any necessary changes to the Role Name and Role Description.

  7. Select or deselect Permissions based on your needs. 

  8. Click the blue Edit Role button to save changes.

  9. Click Delete Role 
  10. Read confirmation box and click Delete