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:
- Navigate to Admin tools > Admin panel > Global > Roles.
- Locate the role to delete.
- Click the red Delete button on its row (if the button is greyed out, the role is assigned to users).
- 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.