Editing Roles

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As roles and features are updated and improved upon, users may need to edit roles to restrict or enable access for any login assigned that particular role.

Note: Administrator roles for any area of the software cannot be edited or deleted.

To edit a role's permissions,

1. Click on the gear icon to open your Settings view.

2. On the navigation menu on the left, select “Roles” under the Admin section. 

3. Near the top of the page, choose the area of the software the role is in regards to.

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4. Find the role you need to edit and click the pencil icon to the far right of the role's name to open it for editing.

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5. Make any changes to the name, color, or permissions as needed.

6. Click "Save" to save your changes.

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