After you create a role, you can view, edit, clone, and delete the role from the list page. You can manage column width, which columns are displayed in the grid, freeze/pin a column range, or rearrange the column order. You can also filter the view of records in the grid by performing a keyword search, filtering the list by column value, or applying one or more advanced filters and filter logic. For more information, see Managing View Settings and Filtering Records.

To view the role information, click the Role Name link from the Roles list page.

To edit a role

  1. Click the role name link from the Role List page, or click the More () icon at the start of the role record.
  2. Click Edit.
  3. Make the necessary changes.
  4. Click Save.

To delete a role

  1. Click the More () icon at the start of the role record.
  2. Click Delete.
  3. From the confirmation dialog, click Confirm.
  • Deletion is irreversible. Roles once deleted cannot be recovered.
  • If any user is assigned the role, you will receive a validation message and will be unable to delete it.