Updating a role in Resource Management

If you need to make changes to a role, you must first perform a query to locate the role you want to change. Instructions for performing a query are in another section of this document.

When you have located the role you want to change, right-click the entry to open up a menu with the following options.

  • Edit: This option is primarily for changing the Description. Click in the Description field to make changes as needed. When you are finished, click Edit and then click Change. You should see "Change successful" in the lower left-hand corner of the dialog box.

  • Delete: For deleting the role.

  • View All Resources: See all the resources who have been assigned the role. This would include users (people resources) but also other kinds of resources.

  • View People Resources: See all the users who have been assigned the role.