Previewing, editing and deleting roles

Roles change as teams do. Read one before you change it, and move people off one before you remove it.

1. On the Dashboard, open the Roles tab. The table shows each role, its Type, what it Has Access To, and who created it and when.
2. Click a role name to open Preview Role. It lists the Role Name, the Type, the Access To answers for Admin, Dev and User, and every granted action grouped by resource. Resources with nothing granted read No permissions given.
3. To change it, use the row’s actions menu and choose Edit. Edit Role shows the same Role Name, Permissions tabs, Access To boxes and Type control as the editor you built it in. It has Grant All and Revoke All, but no per tab shortcut buttons.
4. Click Save. The change applies on the next request each affected person makes, with no sign out and no cache to clear.
5. To remove a role, choose Delete from the same menu and confirm in Delete Role.

The Admin role has no actions menu at all. It shows Locked instead, so it cannot be edited or deleted by accident.

Before deleting, move everyone who holds the role onto another one. Open the Users tab, filter by Role, and use Edit on each row to set a new role. A deleted role cannot be restored, and editing beats deleting whenever the role is still roughly right.