If you have the appropriate security permissions, you can edit or delete roles for staff working on client projects or working on specific objects for clients, for example, tax returns or binders. Security permissions can be defined by roles, which allows staff to have the appropriate rights only while acting in a specific role associated with a project or work object. Security permissions can also be defined by security groups to which the staff is assigned, which allows staff to have rights to the project or work object regardless of their role.
Before a role is deleted, the system checks for any association with staff who are assigned to a team, which would prevent the role from being deleted.
To manage roles, do the following:
Open Dashboard, click Application Links on the navigation panel, and then click Roles under Security.
Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New
Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information.
Note: This option is not available in edit mode.
Save & Close
Saves the changes and exits the window. An error message displays if you click this button before entering all required information.