Managing an existing roles
Managing an Existing Role
Edit, rename, or retire a role without disrupting the recruiters and workflows that depend on it.
Roles(Edit, Delete & Export)
The Roles tab displays a list of roles along with details such as Role Name, Description, and Status. To edit a role, click the three dots on the card and select Edit. In the Edit Roles screen, make the necessary changes and click Save to update the role access.
If a role is assigned to employees, it cannot be deleted directly. You must first update the role for those employees. Once no employees are linked to it, you can proceed with deletion. To delete a role, first change its status to Inactive by selecting the three dots on the card, clicking Edit, selecting Inactive, and saving the changes. Then, select the three dots again and click the Delete option.
To export the assigned role, click the three dots on the card and select Export. An Excel sheet containing the role access details will be downloaded.
Fig: Edit, Delete & Export Roles
Related Articles
Managing an existing roles
ADMIN HELP CENTER · ROLES & PERMISSIONS Managing an Existing Role Edit, deactivate, delete, and export existing roles from the Roles tab — with the right safety checks so you don't delete a role that's still in use. Settings → Roles BEFORE YOU BEGIN ...Managing Roles & Permissions
ADMIN HELP CENTER · OVERVIEW Managing Roles & Permissions Define and control user access across every module — ensuring the right people see the right data with the right level of control. Settings → CoreHR → Roles Before You Begin Super Admin ...Types of Roles
ADMIN HELP CENTER · ROLES & PERMISSIONS Types of Roles The predefined roles that ship with Workwisely — what each role can see, edit, and approve across the system. Reference · 6 built-in roles Before You Begin Know who does what Use this reference ...Types of Roles
ROLE TYPES Types of Roles Understand the built-in role types in Workwisely Recruitment and when to extend them with custom variants. Reference person WHO USES THIS ▸Admins choosing the right role template ▸New recruiters orienting to access levels ...Managing Role Access
ACCESS CONTROL Managing Role Access Control who can see, edit, and act across every Recruitment module — from candidate records to offer letters. Overview person WHO USES THIS ▸Admins governing recruitment permissions ▸Compliance owners enforcing ...