Roles

Important:

This functionality is only accessible for system administrators.

How to add a new role

1. Go to Configuration - Roles.
2. Click the Add icon.
3. Enter a new, unused role name.
4. Click Save.

How to edit a role names

1. Go to Configuration - Roles.
2. Click on an existing role.
3. Click the Edit icon.
4. Change the role name.
5. Click Save.

The role name is automatically updated in the approval hierarchy. Existing role assignments are also updated.

How to delete a role

1. Go to Configuration - Roles.
2. Click on an existing role.
3. Click the Delete icon.
4. If the role is already assigned to a user, you will receive a warning message. Click Yes if you are sure that you want to delete the roles and associated assignments and rules. Click No to cancel the role deletion.

The role is deleted and the associated assignments are also deleted.