Progress

View desktop instructions

View mobile app instructions
Manage Custom Roles

Published on: Mon, 24 Feb, 2025 at 12:09 AM | Updated on: Wed, 26 Feb, 2025 at 12:57 AM

You can manage the custom roles you have created by editing and archiving them.

From the left navigation menu, select [Menu] → Settings.
Under General, select Account Users.
On the Account Users screen, select the Manage [Drop-down menu] → Manage Custom Roles.
Use the [Search bar] to search, or the Status and Product filters to narrow down the results and find the custom role.

Select [Column] [Columns] if you want to to add additional columns. Refer to the Columns reference below for more information.

Columns reference

Column	Description
Role Name	The name of the custom role.
Product	The product category assigned to the user role.
Created By	The account user who created the custom role.
Created Date	The date on which the custom role was created.
Last Updated By	The last account user to modify the custom role.
Last Updated Date	The date on which the custom role was last modified.
Status	The status of the custom role.

Hover your cursor over the active custom role you want to manage and select [More] to edit or archive the role.
Actions
- Edit: Make changes to an Active custom role and select Save to confirm.
- Archive: You cannot edit or restore a custom role once it has been Archived.
  Warning: Archiving a custom role removes it from the list of custom role options. You will lose all the settings assigned to this custom role once you Archive it. If the custom role is assigned to 1 or more users, this option will be unavailable.