Deleting a role

You can remove a role, along with its associated document types and their respective timelines.

CAUTION: The role must not be referenced by any of the user configuration files.
To remove an existing role from your system:
  1. Open the Role Manager window.
  2. Click the Lock button (lock manager icon).
  3. In the Roles list, right-click the role to delete and select Delete Role.
    The role and its associated timelines are deleted.
  4. Click Check In Document (check in manager icon).
    Your changes to roles.xml are updated in the repository.
  5. Inform users of the changes.
    The changes will be applied automatically once users close and then reopen their IXIASOFT CCMS Desktop. Users can also apply the changes without restarting their IXIASOFT CCMS Desktop by clicking IXIASOFT CCMS > Synchronize Configuration. Additionally, have an administrator refresh IXIASOFT CCMS Web Server so that users will see the change reflected there.