Reassign a role

Before you delete a user role, assign all active employees that are linked to the role that is to be deleted to a new role.

Role assignment does not impact telephony data but does impact other data elements.

Before you begin

Review role assignments

Procedure 

  1. Go to User Management > Security > User Access Rights.

  2. As the View, select All Current.

  3. Select the user whose role requires changing.

  4. Click Edit Access Rights.

  5. Under Role Name, select an appropriate role and scope for the employee going forward. Clear the box next to the role that is to be deleted.

  6. Click Save.

  7. Repeat steps 3 through 6 for each user that needs to be assigned to a different role.

What to do next 

Delete a role