#Managing Roles - Edit & Delete Guide

#Viewing Role Details

#To view a role’s details:

1. Click on a role card from the roles list.

2. As a result, the role details panel opens on the right side, showing:

   Role Information:

   • Role name and description
   • Type badge (workspace or project)
   • Custom/System badge
   • Edit button (for custom roles only)

   Project Selection (project roles only):

   • Shows whether the role applies to “All Projects” or “Selected Projects”
   • Lists the specific projects if applicable

   Permissions:

   • Complete permissions table showing all categories and actions
   • Visual indicators for enabled permissions (switches are on)
   • Disabled permissions are shown with switches off

#Editing Roles

You can edit custom roles if you have the appropriate permissions. System roles cannot be edited.

#To edit a role:

1. Click on a custom role card to open its details.

2. Click the “Edit Role” button in the role details panel.

3. The role information section becomes editable:

   • Modify the role name
   • Update the description

4. For Project Roles: The project selection section becomes editable:

   • Change between “All Projects” and “Selected Projects”
   • Add or remove projects from the selection

5. Permissions Section: The permissions table becomes editable:

   • Toggle individual permissions using the switches
   • Use the “All or None” checkboxes to quickly change all permissions of a type
   • Changes are reflected immediately in the table

6. Click “Save Changes” to apply all modifications.

7. As a result, the role is updated with the new settings, and users assigned to this role will have their permissions updated accordingly.

#Permission Dependencies

When editing permissions, keep in mind:

• View is Required: If you remove View permission from a category, all other permissions (Create, Update, Delete) in that category are automatically removed
• Create/Update/Delete Grant View: If you grant Create, Update, or Delete permission, View permission is automatically granted
• Cascading Changes: Changes to permissions affect all users and groups assigned to the role immediately

#Deleting Roles

You can delete custom roles if you have the appropriate permissions. System roles cannot be deleted.

#To delete a role:

1. Open the role’s details panel.

2. Click the “Delete Role” button at the bottom of the panel.

3. A confirmation dialog will appear with a warning:

   • Explains that deleting the role will remove it from the workspace
   • Warns that users and groups assigned to this role will lose the permissions it provides
   • Indicates they may need to be reassigned to another role
   • Notes that this action cannot be undone

4. Click “Delete Role” to confirm the deletion.

5. As a result, the role is deleted, and all users and groups assigned to this role lose the permissions it provided. You should reassign them to another role to maintain their access.

#Permissions

Access to role management features depends on your role:

• Workspace Owner: Full access to all role management features
• Administrator: Can create, edit, and delete custom roles
• Workspace Manager: Can create and edit custom roles
• Team Member: Can view roles (read-only)
• Viewer: Read-only access

Note: System roles cannot be edited or deleted by anyone, including workspace owners.