Roles are created and edited on the Roles configuration pane.
To edit an existing role:
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Double-click the item in the relevant column (Label, Assigned By, or Restricted Assignees) you want to edit.
The columns address the following:
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Label – Displayed next to the role’s assignment option list in the IndustraForm.
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Assigned By – Determines who can assign the role.
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Restrict Assignees – Determines who can be assigned to the role.
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Carry Over? - Determines if the users assigned to the roles are copied over when the form is copied
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Make the edit you want.
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Click OK. For label edits, click in the white space below the roles to save the change.
A role can only be deleted when it is unassigned from all of its section editing and approval settings. For information on how to unassign a role from a section, refer to Assign roles to a section.
For more information on these configuration points, refer to Roles Tab.