You can modify a custom administrator role to change the name, description, role
composition, or the role condition.
About this task
You can edit custom roles both regular and dynamic. You cannot
edit built-in roles.
Procedure
-
Navigate to .
The roles are listed by name, description, and type.
- Optional: Use the filter option to show only the dynamic roles.
- Select the role and click the menu icon
next to the role name in the Roles table and select Edit
role or click the role and click the edit icon
in the role slide-out window.
- 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 that are automatically assigned to
the role.
- Optional: Modify the role name and description in General
setup.
- 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.
- Optional: You can add, delete, or modify the condition set for
membership.
- Click Next.
- Preview the changes.
- Click Save to save the changes.
The new role is
displayed in the Administrator roles.
- Click the role and on the details slide out, click Review and
publish.
- Review the users that are assigned to or removed from the role.
- Click Publish to make the dynamic role active.