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How to edit a role

Over time, a role may change. All users with that role may be assigned new functions to perform on eCase, or a function may be taken off.

Select the link below to open an eLearning module describing how to edit a role.

The eLearning module will open in a new internet window.
- How to edit a role (duration = 10 minutes)

To update a role, follow the steps below.

1. Go to the More menu and select Roles under the Settings section.
2. Search for the role by typing in part or all of the name in the Role name field, or selecting a privilege using the Privilege drop down arrow. Once the search details are entered, click on the Search button, to perform the search.
3. A list of the Roles will appear. Click on the name of the role you would like to edit.
4. Update the details:
   
   

   If you would like to…	Then…
   Change the name of the role	Update the information in the Name field.
   Change the description of the role	Update the information in the Description field.
   Delete a privilege	Click on the Remove link next to the privilege that you would like to delete. NOTE: All team members that have this role on their user account will be updated instantly.
   Add a new privilege to the role	In the Add privileges field search for the new privilege and click on the Add button. NOTE: All team members that have this role on their user account will be updated instantly.

5. Once the role is updated, select the Save button.