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.
- 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.
To change the role permissions check or uncheck the relevant tick boxes.
Once you have completed your edits, click Update to save your changes.
- Once you have saved your changes you will be taken back to the 'Roles & Users' page.