Delete 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.
  1. In TEXTML Administration perspective, right-click the Content Store node and select CCMS Admin > Manage Roles.
    The Role Manager window opens.
    Note: IXIASOFT recommends that you avoid directly editing the roles.xml file. The Role Manager window has built-in validation mechanisms to reduce errors.
  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 CCMS Desktop. Users can also apply the changes without restarting their CCMS Desktop by clicking IXIASOFT CCMS > Synchronize Configuration. Additionally, have an administrator refresh IXIASOFT CCMS Web so that users will see the change reflected there.