Deleting Administrative Roles

If needed, the firm administrator can use the procedure below to delete custom administrative roles A designation that specifies the administrative tasks that a user has permission to perform. your firm has created.

Note: The Full Rights - Firm Administration role is a default role that is automatically assigned to the firm administrator. This role cannot be removed or edited. See About Administrative Roles for more information.

To delete a role, do the following:

1. After logging in to your portal, click the Administration tab on the navigation panel.
2. Select Security and Permissions > Administrative Roles. A grid listing the existing roles displays.
3. Select the check box for the role you want to delete.
4. Click Delete.
5. Click Yes to confirm that you want to delete the role.
6. Click OK.