How do I delete a role?

Follow these steps to delete a role:

1. Click the User Menu on the top right corner of the screen.
2. Click the Settings button.
3. Look for the User Management section.
4. Select Roles.
   • You will land on the Roles page.
5. Hover on a role in the hierarchy.
6. Click the Delete icon.
7. Select another role to transfer ownership of the role being deleted.
8. Click the Search icon under Transfer ownership to other role.
9. Click the + icon on the left side of a role to view its subordinate roles.
10. Select a role by clicking on it.
11. Click Save.

Note:

• If a deleted role was used in the Inbox, lists, or reports, they cannot be transferred to the new role.
• A Light Agent role can be transferred only to another Light Agent role. A Single App role can be transferred only to another Single App role.