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How do I edit, copy or delete roles?

Updated

Roles are authorization bundles. They can be put together as desired and added to or adapted again and again.

Caution 
System roles cannot be changed or deleted. These are identified by  .
If you want to customize a system role, you can create a copy, make the changes there and assign this new role to the users. See the section: Copy roles

Rights required for all instructions on this page: Edit roles

Change/customize roles

Do you need additional Permissions in a role because, for example, a recruiter cannot create publications? You can add new Permissions to roles at any time and also make other basic changes.

Proceed as follows:

  1. Open the page Roll.
  2. Click on the name of the role you want to change. The Role page with the details is displayed
  3. Click on the edit icon  . The input form is displayed.
  4. Fill in the input form with the changes. Possible changes are:
    • Name
    • User Role
      • Security Level
    • Permissions
    • Included Roles
    • Additional Information
      • Organizational Level
      • Internal Name
  5. Click on the button  Update to save the entries. The page Role with the details of the changed role is displayed.

Copy roles

All roles can be copied. Even system roles. This may be necessary in order to use their functionalities.

If you create a copy of a system role, you can make changes to it and then add it to another role as a contained role. Alternatively, you can add all your additions to the copied role. However, this may have to be done several times. The copy of the system role is less error-prone. (Line management (standard) and Human resources (standard).

Proceed as follows:

  1. Open the page Roles.
  2. Click on the name of the role you want to copy. The page Role with the details is displayed.
  3. Click on the  Copy button. The Role page is displayed with a note about the successful copy and the status "Copy" after the name of the role
  4. Click on the pencil icon  . An input form will be displayed
  5. Fill in the input form with the changes. Possible changes are:
    • Name
    • User Role
      • Security Level
    • Permissions
    • Included Roles
    • Additional Information
      • Organizational Level
      • Internal Name
  6. Click on the button  Update to save the entries. The page Role with the details of the changed role is displayed.

Warning 
Deleted elements cannot be restored or viewed again. They are irrevocably deleted.

Delete: From the role overview

Tip

Before deletion, you will not be shown the users for whom this role is currently in use. If you want to know this beforehand, go to the Users page and filter by role to see all users at once.

Proceed as follows:

  1. Open the page Roles.
  2. Click on the trash bin icon   behind the name of the role you want to delete. The window Delete role with the query as to whether you are sure is displayed in the foreground.
  3. Click on the button Delete. The page Roles is displayed with an overview of all created roles and a note on deletion.

Delete: Out of the role

If you delete a role directly from the role details, you can see which users it is currently stored with.

Proceed as follows:

  1. Open the page Roles.
  2. Click on the name of the role you want to delete. The Role page with the details is displayed.
  3. Click on the  Delete button. The window Delete role with the query as to whether you are sure is displayed in the foreground.
  4. Click on the button Delete. The page Roles is displayed with an overview of all created roles and a note on deletion.

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