Modify Role

Steps to Modify a Role

1. From the navigation menu on the left side of the screen, select Modify Role under the Role Tasks section.
   
2. The Role Editor window will open, featuring three main tabs:
   1. General
   2. Approvers
   3. Approver Groups

General Tab

In the General tab, you can modify the following:

• Role Name: Edit the text in the Role Name field to change the role’s name.
• Approval Condition:
  • To remove an existing approval condition, click on the condition and select Remove.
  • To add a new approval condition, click the Add button.

Learn more about Removing Conditions from this article.
View this article to learn more about adding Approval Conditions.

Approvers Tab

The Approver tab allows you to manage individual approvers for the role you are modifying:

• Click Add to connect new approver users.
• Click Delete to remove approvers as needed.

Approver Groups Tab

In the Approver Groups tab, you can manage groups of approvers:

• View the table of all available approver groups.
• Add or remove groups using the Add and Remove buttons.

Watch the video below for a step-by-step visual guide on Modifying a Role.