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.
    menu Account settings
  2. Select Roles from the side menu.
    Roles Tab 2
  3. Select an existing Role name in the Edit Role dialog.
    edit role dialogs

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.

Additional Information

  • Select the Additional Information button to view when role records were created and last modified. All fields are read-only.
    edit role dialogs add info
    • 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 EDT.
      • 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 record 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.
      note modified date-1

Delete a Role

  • To delete a role, select the delete icon Delete icon 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.

See Also:

Adding a Role

Adding a Client

Personalizing Your Schedule Page Display