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Roles - Deleting a role

This guide is for System Administrators (Requires 'System Admin' role and 'Role Setup' permission).

Overview:
This guide explains how to delete unused roles in the system. Note: Roles can only be deleted if they aren’t assigned to any users.

How Deleting Roles Works:
System admins can remove custom roles to simplify role management. Default roles (e.g., Standard Administrator, Standard Authoriser, Standard User) cannot be deleted.

How to Set Up Deleting Roles:

  1. Navigate to Admin tools > Admin panel > Global > Roles.
  2. Locate the role to delete.
  3. Click the red Delete button on its row (if the button is greyed out, the role is assigned to users).
  4. Press OK to confirm deletion.

Additional Information:

  • Key terminology:
    • Default roles: Pre-built roles that cannot be deleted.
    • Role Setup: Section where roles are managed.
  • Prerequisites: Requires 'System Admin' role and 'Role Setup' permission.
  • Tip: Use the search function within the platform to quickly find Roles.
  • Best practice: Audit roles quarterly to remove unused ones.
  • Reminder: Template-level role assignments override Global settings.
  • Warning: Deleting a role is permanent and cannot be undone.



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