Deleting Roles
Last updated
Last updated
To delete a role, follow these steps:
Locate the role you wish to delete and click the "Delete" icon.
A popup notice will appear to confirm your action.
Click "Confirm" to proceed with the deletion.
Note that if a role has users assigned to it, you will not be able to delete it. You will need to reassign those users to other roles before deleting the role. This ensures that users continue to have appropriate access and permissions within the CRM system.