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Editing Roles

To edit an existing role:

  1. Click the user icon in the top right and select Admin.
  2. On the side menu, click Account Management.
    Roles Tab on the Account Management Page
  3. On the Roles tab, click the
    icon to the left of the desired role and select Edit Role.
    Role Options
  4. Revise the role as needed. You can edit the Name, Description, and Xref value, and click the checkboxes to assign or remove permissions.
    Edit Role Side Panel
  5. When finished editing the role, click Save Role.
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