Capacity Tracker - How do I rename or delete the roles I've created?

avtar.longiye
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October 7, 2020

How do I rename or delete the custom roles I've created?

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Allen August 31, 2021

It’s a bit subtle, if you create a role and assign it, it will be available in the dropdown.

If you remove this role from all users and Save & Close the role will disappear from the dropdown.

Therefore, to delete a role, you simply remove this role from the users that had the targeted role assigned and save.

To rename, create a new role and assign this new one to the users that had the previous role.

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