Editing custom roles

Edit, clone, or delete custom user roles in Test Manager to reflect your authorization needs.

You manage custom roles from the Manage roles tab under Settings. You can also clone a role to use it as the starting point for a new one.

Editing a custom role

Editing a custom role changes its name, description, and permissions, or clones it as the starting point for a new role.

Steps

1. Select Settings in the Test Manager header.
2. In the Manage roles tab, select for the user role that you want to edit, and then select one of the following actions:
   • Edit role - This opens the Edit role panel and you can edit the name, description and permissions.
   • Clone - This opens the Clone role panel and you can edit the clone of the role that you're creating.
3. Select Save to record your changes.

Result

The custom role is saved with your edited name, description, and permissions, or a new cloned role is created with your changes.

Deleting a custom role

Deleting a custom role removes it from every user it was assigned to.

Steps

1. Select Settings in the Test Manager header.

2. In the Manage roles tab, select one or more custom user roles, and then select Delete.

3. In the Confirm dialog, select Delete.

   

Result

When you delete a custom user role, it's no longer assigned to any user.