Change the Properties of a Role

You can access and change a role's properties at any time. Editing the permissions connected with a particular role affects the access rights of every user or group assigned to the role.

To edit a role:

1. In the menu bar on any application page, select Customize > Roles.

2. On the left side of the page, click the name of the role that you want to change.

3. If you want to change a role's name or description, click the Properties tab and make the desired edits.

4. If you want to change the role permissions, click the Permissions tab and change the desired settings. (See detailed instructions.)

5. If you want to control the display of some interface elements, click the User Interface tab and change selections as desired. (Read details.)

6. Click Save.

Related Topics

• About roles

• Create a new role

• Create a custom rule

• Change the role assigned to a user

• Delete a role

• Test role settings