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 :
- Go to Settings > Roles.
- Check whether the role has assigned resources (open the role or use filters).
- If needed, reassign resources in Resources (see: [How do I assign a role to a resource?]).
- Return to Settings > Roles, hover the role, and click Delete (trash icon).
- Confirm the deletion.
Pre-requisites :
- Permissions required : Settings > View and Edit Roles
- Data required: The role must have no assigned resources.