Change Role Name: hover over the row and click the icon. Changing the Role Name for a Parent or Relational role will change the name of all roles linked to it.
Change Role Type: hover over the row and click the icon. Changing the Role Type from Standard to Parent or Relational will display the
button, allowing you to select the organization levels. Changing the Role Type from Parent or Relational to Standard will permanently remove all its linked roles.
Change Feature Access: click the button, make changes, and click
. For Parent or Relational roles, the Feature Access button at the linked level(s) is disabled.
Change Permissions: click the button, make changes, and click
. For Parent or Relational roles, the Feature Access button at the linked level(s) is disabled.
Add or remove users: Click the button, or (if the role already has some users) click the link (e.g.,
). For Relational roles, the +Users button at the linked levels is disabled (greyed out).
Delete role: Click the button. Deleting a Parent or Relational role deletes all roles linked to it. Since deleting also removes the users from all deleted roles you will need to reassign users to a new role.