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.

Note: This functionality is only available for Resource Managers, Administrators and Owners.

  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.
    Profile dropdown
  2. Select Roles from the side menu.
    Edit Roles
  3. Select an existing Role name in the Edit Role dialog.
    Updating a Role

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.
    Caution Date Range Change
  4. The role status will be set to Active by default. To deactivate the role, select Inactivate from the Status drop-down list.
  5. To delete a role, select the delete icon 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.
  6. Select Apply to save your changes or Cancel to exit the dialog without saving.

See Also:

Adding a Role

Adding a Client

Personalizing Your Schedule Page Display