This section explains how Site Admins and Customer Support users can edit roles.
Before you begin
You must be Site Admin or Customer Support User.
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In the navigation bar on the left, click .
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In the row of the role to edit, click the Edit button in the right-hand column. The Roles panel appears.
Editing a role using the Edit Role Wizard is three-step process.
Procedure
| 1 |
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Update the name or description if desired.
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Click the Next button to move to the next step or Back to Roles Page to go back to Roles Page.
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| 2 |
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Remove any capability as needed. In the row of the capability to delete, click the Delete icon in the right-hand column.
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To add, click the Add Capability button to show the creation form in the top row.
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Select scope and ability.
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Click Next to review role details or Previous to go back and edit.
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| 3 |
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Review the role details and capabilities.
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Click Update to create the role or Previous to go back and edit. Changes to role details and capability assignment are saved after Update.
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Capabilities cannot be edited, they must be deleted and recreated.
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