Welcome to our new Help Centre, which we will continue to update in response to Customer feedback. Please leave your suggestions at the bottom of the pages.

  1. Home
  2. Setup
  3. How To Edit/Delete a Role and its Permissions

How To Edit/Delete a Role and its Permissions

Note: All pages below are subject to having relevant Roles and Permissions.

From the left Menu go to Config > Setup > Roles & Permissions.

To Edit, select the Role from the dropdown menu and then click on the Edit button.

Edit the Role details and its Permissions  using the tick boxes, when completed click on the Save button.

Reminder:  Ticking the boxes in the header row will assign Permissions to the whole module. Removing this tick removes all Permissions for that module.

To Delete, select the Role from the dropdown menu and then select the Delete button.

Note: A Role can only be Deleted if there are no Users associated with it. If this is the case, remove all associated Users first.

Updated on June 29, 2020

Was this article helpful?

Related Articles

Need Support?
Can’t find the answer you’re looking for? Don’t worry we’re here to help!
Contact Support

Leave a Comment