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