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Edit Role

Purpose

Update a role's name, permission set, or lifecycle status.

Note: This action may require administrator privileges.

Prerequisites

  • You are signed in as a user administrator or system administrator.
  • You can open Admin-tools > Roles.
  • The role already exists.
  • You have permission to edit roles.

Before You Begin

System roles are usually protected. If a role is system-defined, EisenVault One may allow you to view the role but prevent name changes, permission changes, disabling, or deletion.

Changing a role affects users and groups that already have that role. Review assignments before removing permissions that people rely on.

Edit Permissions

  1. Open Admin-tools > Roles.
  2. Locate the role. If the action column is not visible, scroll the table horizontally.
  3. Click Edit.
  4. Use Quick Filter to find permissions by keyword if needed.
  5. Select or clear permissions.
  6. Click Save Permissions.

Enable, Disable, or Delete a Role

  1. Open Admin-tools > Roles.
  2. Locate the custom role. If the action column is not visible, scroll the table horizontally.
  3. Use Disable, Enable, or Delete in the rightmost column where available.
  4. If the action is blocked, open Role Associations from the error message and remove the role from its assignments first.

Example Walkthrough

  1. The roles list shows role type, status, and row actions. Use Edit in the rightmost column for custom roles.

    Roles list with the custom role row and edit action area highlighted

  2. Open a role to edit its permissions, then save the selected permission set.

    Role permissions editor showing Save Permissions and permission categories for a sample content role

  3. Use Disable or Delete in the row actions when you need to retire a custom role.

    Roles list with Edit, Disable, and Delete row actions highlighted on a custom role

Expected Result

  • Permission changes apply to users or groups assigned to the role.
  • Disabled roles are retained but may no longer be usable for new assignments.
  • Deleted roles are removed after associations are cleared.