Editing an administrator role

You can modify a custom administrator role to change the name, description, or the role structure.

About this task

You can edit custom roles both regular and dynamic. You cannot edit built-in roles.

Procedure

  1. Navigate to Administrator roles.
    The roles are listed by name, description, and type.
  2. Optional: Use the filter option to show only the regular custom roles.
  3. Select the role and click the menu icon The overflow menu icon is three vertical dots. next to the role name in the Roles table or click the role and click the edit icon Edit in the role slide-out window.
  4. Optional: Use the side navigation to go directly to the section that you want to change. You can also use the side navigation to view the users and groups that are assigned to the role. To manage membership, you must go to Assigning users and groups to administrator roles.
  5. Optional: Modify the role name and description in General setup.
  6. Optional: Modify the role composition.
    • On the Roles tab, select or clear the check boxes to add or remove roles from the role. You can also delete the tag to remove a role.
    • On the Permissions tab, select or clear the check boxes to add or remove permissions from the role. You can also delete the tag to remove a permission.
      Note: If the tenant supports large groups and a permission with the scope type group was selected, you can modify the scope of the role.
  7. For Dynamic roles, you can add, delete, or modify the condition set for membership.
  8. Click Next.
  9. Preview the changes.
  10. Optional: You can view the users and groups that are assigned to the role.
  11. Click Save to save the changes.