How do I delete a role?

Description 

Delete a role when it’s obsolete or replaced. Deleting removes the role template; it does not affect projects, schedules, or data. Reassign any resources first. 

How it works :

  1. Go to Settings > Roles
  2. Check whether the role has assigned resources (open the role or use filters). 
  3. If needed, reassign resources in Resources (see: [How do I assign a role to a resource?]). 
  4. Return to Settings > Roles, hover the role, and click Delete (trash icon). 
  5. Confirm the deletion. 

Pre-requisites : 

  • Permissions required  : Settings > View and Edit Roles 
  • Data required: The role must have no assigned resources