Editing a custom role

You can edit the name, the description, and the tasks that are associated with the role.

When you modify the tasks in a role, the system automatically updates the permissions on the directory folders and objects for the user with the role.

Note:

The Manage Roles task must be assigned only to users with the administrative privileges as this task implicitly gives permissions to all folders in the directory.

To edit a custom role

  1. Go to Settings > Roles view.

  2. In the Roles view, select the role that you want to edit.

  3. On the taskbar, click Edit Role.

  4. In the Create or Edit Custom role wizard > Specify Custom Role details panel, change the name and description of the role if required.

  5. Click Next.

  6. In the Specify tasks for custom role panel, add or remove the tasks for the role.

  7. To add tasks, do the following:

    • From the roles list, select a role. The tasks for selected role are listed in the tasks list.

    • From the tasks list, select the tasks. Click Add for each task that you select or you can click Add all to select all tasks from the tasks list.

  8. Repeat step 5 to select tasks from a different role.

  9. To remove tasks, in the Selected Tasks list, select the task to remove, click Remove or you can click Remove All to remove all tasks.

  10. Click Next.

  11. In the Summary panel, review the tasks that you have selected for the role.

  12. Click Back to make changes or click Finish to close the wizard.