Edit a role


Prerequisites
  • Authorization > Role > Edit permission (included in the Admin role)

The Edit Role page lets you configure the name, description, and permissions for a role.


Control Action
Name field

Specifies the name of the role on the Manage Roles and Permissions page.

Description field

Describes the purpose of the group.

Control Action
Show Permissions radio buttons

Specifies which permissions are visible in the list:

  • All permissions available in the organization
  • Only permissions assigned to users
Permission search field

Filters the list by keywords in the permission name.

Description search field

Filters the list by keywords in the role description.

Permissions check boxes

Provides sets of permissions to assign to the role.

License

The license required to use the role.

Note: To restore the original permission settings for a default role, click Restore Default Role.

Edit a role

  1. Click Admin.
  2. Under People and Permissions, click Roles and Permissions.
  3. Search for or navigate to the role you want to edit.
  4. Click More .
  5. Click Edit Role.
  6. On the Roles tab, do the following:
    • Enter a new name for the role in the Name field if needed.
    • Enter details about the purpose of the role in the Description field.
  7. On the View Permissions tab, under Permissions click a category to expand it and do the following:
    • To add permissions, enable the check box.
    • To remove a permission, clear the check box.
  8. Click Save.