Setup › Roles › Edit a Role

Edit a Role

You can edit a role name or ID from the Roles Details page.

Follow these steps:

1. Go to the Administration menu and select Roles from the Organization menu.

   The list page appears.

2. Click the name of the role to edit.

   The Role Detail page opens.

3. Click Edit and update the name of the role or the ID.
4. Optionally, select a role name from Parent Role to add the role in a role hierarchy.
5. Click Save.

Create a Role Hierarchy

You can create a role hierarchy that groups related roles together.

An example of a role hierarchy can look like the following example:

• Project manager
  • Architect
  • Development Lead
  • Quality Assurance Lead

Best Practice: You can create the number of levels you need for the hierarchy. The levels are determined as you select the parent for each role. If the hierarchy you want to create is complicated, sketch it out on paper before you start.

Follow these steps:

1. Go to the Administration menu and select Roles from the Organization menu.

   The list page appears.

2. For each role you want to assign to a parent in your hierarchy, click Edit.
3. In the Parent Role field, select the parent from the drop-down.
4. Click Save.