Editing or Deleting a Role

This topic describes the procedure to edit or delete a role.

You can modify the role details such as name, description, sub-role or task assignment in the role editor window.

Editing Roles

1. In the My Recent Documents or Explorer view of the Workspace Documents window, double-click the role. For information about changing the view, see Working with Workspace Documents. The <Rolename>-Role window appears.
2. In the <Rolename>-Role window, you can do one of the following:
   • Change the role details:
     1. Click (Quick Access Menu) > Properties.
     2. In the General tab of the <Name of the Role> - Role dialog box, change the necessary details and click OK.
   • Change the role of task assignment.
3. Click .
4. Publish the role to deploy it in the current organization.The details of the role are edited.

Deleting Roles

To delete a role, you may do any one of the following:

• In the My Recent Documents view, mouse over the role and click beside the name of the Role. Select Delete option on the context menu.
• In the Explorer view, go to the role, right-click it and select Delete option. The role is deleted.