Role Management
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      2. Managing Users
      3. Role Management

      Editing or Deleting User Roles

      You can edit all user roles, but only roles you have created can be deleted.

      In this guide:

      Note: The permissions and role management options vary depending on your company type (Vendor, MSP, or MSP Customer). However, the steps for managing roles are the same across all company types.

      Editing user roles

      User roles can be modified to suit your needs. Predefined roles can be reset to their original settings if needed.

      1. From the side navigation, click to expand Company Profile.
      2. Click Manage Roles.
        ManageRoles_1
      3. In the Actions column, click the 3-dots next to the role you want to edit.
      4. Click Edit. Alternatively, click View to confirm the role before modifying. You can also enter edit view directly from the viewing window by clicking Edit.
      5. Adjust the permissions (enable or disable View or Edit) as needed.
      6. Once your updates are complete, click Save.

      Deleting user roles

      Only roles you have created can be deleted. Predefined roles are protected from deletion.

      If the role you want to delete is assigned to users, you’ll need to select a new role for those users before proceeding. Ensure that an appropriate role is available for reassignment.

      1. From the side navigation, click to expand Company Profile.
      2. Click Manage Roles.
      3. In the Actions column, click the 3-dots next to the role you want to delete.
      4. Click Delete.
      5. If prompted, select a new role to reassign users. Confirm by clicking Reassign and Delete.
      6. If no reassignment is required, simply confirm by clicking Delete.