Updating a Role

An existing role can be edited, inactivated or deleted (if it's unscheduled or unassigned) using Account Settings.

You can edit a role's name, inactivate a role or delete the role entirely.

1. Select your Profile icon in the upper-right corner of the page and then select Account Settings from the drop-down menu to open the Account Settings page.
   
2. Select Roles from the side menu.
   
3. Select an existing Role name in the Edit Role dialog.
   

Next, you can edit, inactivate or delete a role.

1. To edit the role name, enter any updates into the Role Name field.
   • Each role must have a unique name. Duplicate roles can't be created.
2. To edit the team associated with the role, select a team from the Team drop-down list.
3. To edit the work calendar associated with the role, select a work calendar from the Calendar drop-down list.
   
4. The role status will be set to Active by default. To deactivate the role, select Inactivate from the Status drop-down list.

Additional Information

• Select the Additional Information button to view when role records were created and last modified. All fields are read only.
   
  • Created information includes:
    • Date – The date the record was created. For example, Aug 3, 2023.
    • Time –The time the record was created, in 12-hour format reflecting the time of the local machine. For example, 10:30 AM EST.
    • By – The invited person or integration that created the record.
      • If created by an active or inactive user, the name of the person who created the role displays here.
      • If created by a deleted user, the word Deleted displays here.
      • If created by an integration, the word Integration displays here.
  • Modified information includes:
    • Date – The date the record was last modified. For example. Aug 3, 2023.
    • Time – The time the record was last modified, in 12-hour format reflecting the time of the local machine. For example, 10:30 AM EST.
    • By – The invited person or integration that last modified the record.
      • If last modified by an active or inactive user, the name of the person who last modified the role displays here.
      • If last modified by a deleted user, the word Deleted displays here.
      • If last modified by the integration, the word Integration displays here.
    

Delete a Role

• To delete a role, select the Delete button on the role's tile in Account Settings or from the Edit Role dialog to delete it.
  • You can only delete an unscheduled or unassigned role.

Save and Continue

Select Apply to save your changes or Cancel to exit the dialog without saving.

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See Also:

Adding a Role

Adding a Client

Personalizing Your Schedule Page Display