Managing Roles

Add a role

Roles must be added before they can be assigned to a user. Roles can be edited by changing the role name.

  1. Select Roles under General Settings in the left pane.

  2. Select on the Roles grid.

  3. Enter a name for the role.
    • The role name cannot exceed 100 characters.

    • The role name must be unique.

  4. Select Add.

Edit a role

  1. Select Users under General Settings in the left pane.

  2. Select menu next to a role and select Edit.

  3. Modify the name and select Save.

Deleting a role

  1. Select Users under General Settings in the left pane.

  2. Select next to a role that is in Draft status and select Delete.

  3. Select Delete.

    Note:
    A role can be deleted if it has a Draft state. Roles with an Active state cannot be deleted.