Editing a Custom Role

Excerpt From An Article

This article is an excerpt from another article: Complete Guide to Custom Roles

Navigating to Custom Roles
  • From Talent Management, click Account Admin from the menu near the top-right.

    LMS_-_Account_Admin_-_01.png

  • Click Company Setup to open the menu, then click Custom Roles.

    Company_Setup_-_Menu_-_01.png

  • From the Custom Roles page, you will see any existing custom roles.

    Custom_Roles_-_00.png

  • To edit the basic info of a custom role, click Edit towards the left of the custom role.

    Custom_Roles_-_Edit_-_00.png

  • Edit the title, description, or the Default option for the custom role.

    Custom_Roles_-_Edit_-_01.png

  • Click Save when finished. 
  • To edit the permissions/options for the custom role, click Add.

    Custom_Roles_-_Add_-_03.png

  • In the modal window, you can:
    • Use the drop-down menu to select a permission/option and click Add to add the new permission/option.
    • Click trash_icon.gif to remove a permission/option.

    Custom_Roles_-_Add_Permissions_-_01.png

  • When finished, click Close.
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