Editing a Role

Overview

Edit a custom role to change its name, description, or permissions.

Who can use this

You need role:modify.

Before you begin

Check which users are assigned to the role. Permission changes can affect every assigned user.

Edit a custom role

1. Open Organization > Overview.
2. Select Roles.
3. In the role table, find the custom role.
4. In ACTIONS, select Edit.
5. Update Role Name, Description, or privileges.
6. Select Update.

Remove users from a role

1. Select a role name in the ROLE NAME column.
2. In Role Details, review Users Assigned to this Role.
3. Select the remove action next to each user you want to remove.
4. Select Save.

Delete a custom role

1. In Roles, find the custom role.
2. In ACTIONS, select Delete.
3. Review the warning.
4. Select Confirm.

Expected result

The custom role is updated or deleted. If a custom role is deleted, the UI states that users assigned to it revert to the default Tenant User role.

Notes and limitations

• Built-in roles cannot be edited or deleted.
• Removing all roles from a user may assign the default role.
• Deleting a custom role can change access for multiple users.

Troubleshooting

If Edit or Delete is not available, confirm that the role is custom and that your role includes the required permission.