How to Delete a User Role

Created by Victoria Crosby, Modified on Fri, 28 Apr, 2023 at 2:34 PM by Victoria Crosby

Start by clicking your initials or image on the bottom left corner as this will bring up a popup window. From here, click on 'Company Settings,' 'User Management' then 'Roles.'

 

Keep in mind, only users with an Administrator role will be able to see 'Company Settings' and have the ability to add or edit roles for the company.

 

The User Roles page will appear and you will see every default role as shown below (We added 'Consultant' for this example). Click on the three-dot icon on the right side of the rectangle. In this example, we chose 'Test Role.'

 

A popup with 'Edit' and 'Delete' will appear, click on 'Delete.' 

 

This popup will ask you to confirm as shown below. Deleting this role will remove it from all users assigned to this role.

 

After you click 'Yes, delete,' you will see the updated 'Roles' page with that role deleted.

 


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article