Review or edit details for a role and its assigned operations.
About this task
Edit a user role to change assigned operations, icons, or the role name. If you are not sure what the assigned operations are for a specific role, you can view the role details.
Procedure
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On the menu bar, click the gear icon > Roles.
The Roles page opens and displays a list of roles.
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In the Abbreviation column, click the role you want to edit.
The role window opens and displays the editable fields including the list of assigned operations.
You cannot delete an existing role as it might be used in earlier workflows or completions.
You have the following options:
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Modify the name of the role
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Modify the abbreviations of the role
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Add or change the role description
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Add or remove one of the operations
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Change the icon
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Click Save.
Results
All changes are applied to the role.