Deleting a File Management Role

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

Note: The five predefined file management roles that are provided as part of Portal are not editable. They also cannot be deleted. See About File Management 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 > File Management 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.