Editing a dynamic administrator role

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

  1. Navigate to Global configuration > Administrator roles.
    The roles are listed by name, description, and type.
  2. Optional: Use the filter option to show only the dynamic 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 and select Edit role 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 that are automatically assigned to the role.
  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.
  7. Optional: You can add, delete, or modify the condition set for membership.
  8. Click Next.
  9. Preview the changes.
  10. Click Save to save the changes.
    The new role is displayed in the Administrator roles.
  11. Click the role and on the details slide out, click Review and publish.
  12. Review the users that are assigned to or removed from the role.
  13. Click Publish to make the dynamic role active.