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Security Role: Edit and Delete

Convergence Training Support
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Article Links Introduction | Edit a Security Role | Delete a Security Role |

 

INTRODUCTION

This article will guide you through the steps to edit and delete an existing security role.

The only time your should edit to change a pre-configured security role is when a release includes a new function that requires you to enable the feature.

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EDIT A SECURITY ROLE

Follow these steps to view a security role:

  1. Click the Administration tab at the top of the screen.
  2. Click Security, then Roles on the left menu bar. A list of roles will appear.
  3. Use the Search button to search and locate the desired role.
  4. Click the Edit button to the left of the desired role to edit
  5. Add or remove the desired functions in the role. Please refer to each of these articles to learn how to edit each tab of the security role.

    Security Roles: Details Tab | Security Roles: Home Tab | Security Roles: Training Tab and Catalog Tab | Security Roles: Administration Tab |

  6. Click the Save button in the upper left corner of the screen
  7. Click the Close button in the upper right corner of the screen

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DELETE A SECURITY ROLE

As a best practice, you should not delete security roles until everyone is that was assigned the role has been unassigned. Deleting a security role PERMANENTLY DELETES THE ROLE. Please contact our support team at support@convergencetraining.com before you delete any security role.

Follow these steps to delete a security role:

  1. Click the Administration tab at the top of the screen.
  2. Click Security, then Roles on the left menu bar.
  3. Search and locate the desired role to be deleted.
  4. Click on the delete button in the Actions column to delete the role.
  5. Click the Yes button on the Confirmation screen
  6. Click the OK button on the second Confirmation screen
  7. The role will be deleted.
  8. Click the Select button to the right of the Choose the Roles to Copy field.
    1. Click the checkbox to the left of one or more roles from the list of Available Records table.
    2. Click the right arrow to move the record(s) to the Selected Records table.
    3. Click the Select button to complete your roles selection. You will be returned to the Copy Roles screen.
  9. Click the Select button to the right of the Choose Where to Copy the Role(s).
    1. Choose desired organization unit (new target) from the Look for drop-down list
    2. Click the checkbox to the left of one or more units from the list of Available Records table.
    3. Click the right arrow to move the record(s) to the Selected Records table.
    4. Click the Select button to complete your unit selection. You will be returned to the Copy Roles screen.
  10. Click the Save button.
  11. Click the Close button after the Copied confirmation appears.
  12. The copied roles will be available for you to assign. 
  13. Follow the steps to edit each copied role and rename it. For example, Admin - Region 1. This will make it easy to identify which admin role applies to which target.

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