Edit role properties
- Select the role (bold)
- Click on 3 dots
- Edit properties
- Change name or
- Edit "default for department, All internal, All external" (if required)
- Click "UPDATE"
Add or remove requirement to roles
- Select the requirement you want to add or remove
- Click on 3 dots
- Click "Edit properties"
- Select tab "Attach to roles"
- Select the relevant role and add (→) or delete (trash bin)
- Click "ATTACH TO ROLES"
- Click "CLOSE"
- The message "Requirement attached to roles successfully OK" appears.
Move a role
If you want to move a role to another department, click and drag the role.
If you move a role that has default department checked, this will be removed when moving.
Delete a role
- Select the role
- Click on 3 dots
- Delete (trash bin)
- Choose Delete if you are certain