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.
- 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.
- Select Roles from the side menu.
- Select an existing Role name in the Edit Role dialog.
Next, you can edit, inactivate or delete a role.
- 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.
- To edit the team associated with the role, select a team from the Team drop-down list.
- To edit the work calendar associated with the role, select a work calendar from the Calendar drop-down list.
- The role status will be set to Active by default. To deactivate the role, select Inactivate from the Status drop-down list.
- 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.
- Select Apply to save your changes or Cancel to exit the dialog without saving.
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