Edit a Custom Role

Process Owners can edit a custom role from the 'Roles & Users' page

As standard, only Process Owners can edit custom roles.

  • Click on the Dashboard menu option found at the top right-hand side of the screen.
  • Click on the Roles & Users menu option found on the left-hand side of the page.
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  • You can also get to the Roles & Users page by clicking onto the person icon in the top-right of your screen and selecting Roles & Users from the dropdown menu.
  • Click the Edit button next to the role you would like to edit. This will redirect you to a new page, from this page you can change the role name and update permissions.
  • To change the name of the role edit the name in the text box.
  • Untitled design (54)-1To change the role permissions check or uncheck the relevant tick boxes.
  • Untitled design (57)Once you have completed your edits, click Update to save your changes.
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  • Once you have saved your changes you will be taken back to the 'Roles & Users' page.