Use the following procedure to edit a role from the List of Roles grid on the Roles page:

1.  Select Roles from the Security section of the Setup menu. The List of Roles grid is displayed.

2.  Click  Edit next to the role you want to modify. The row becomes editable.

3.  Make the appropriate changes and then click Update. The name of the role is updated.

4.  To modify permissions and users, click  Select next to the role.

5.  From the Permissions tab, click  Edit to modify the permissions you want to use with the role.

Alternatively, click the Edit All button to edit multiple permissions for a role.

6.  Make changes by selecting or clearing the View, Update, Delete, Add, and Allow Access check boxes, as appropriate. To check or uncheck all boxes for a particular permission, click the first box in the row.

7.  For permissions that allow access configuration for individual items (such as Patron.PatronAttribute or TaskScheduler.Tasks) click  Edit next to the permission, and click the check box of each type of access permission to edit (Add, View, Update, or Delete).

If necessary, permissions can be configured for individual items by clicking the  Change button. Items to which the Role does not have access are listed in the Does Not Have ____ Access window. The Has ____ Access window displays all items to which the user does have access. Use the  Add and  Remove controls to configure the items available to the user. When finished configuring item permissions, click  Save.

8.  Click  Update. The changes are saved.

9.  From the Users tab, select a user from the Users not in role or Users in role fields and then click Add > or < Remove as appropriate.