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Editing Roles

To edit an existing role:

  1. Click the user icon in the top right and click Admin > Global.

  2. Click Account Management on the left navigation pane.

    Roles Tab on the Account Management Page


  3. On the Roles tab, click the
     icon to the left of the desired role.

    Edit Role Option


  4. Click Edit Role to launch the role Name, Description, and Xref input screen with permissions assignment checklists.

    Edit Role Side Panel


  5. Revise role as desired, then click Save Role.


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