How to Delete a Role
Applies toEvery plan, including free BasicRoles & Permissions add-onNeeds Roles · DeleteUsually owner
Delete a role for a test, an old position or a duplicate. You delete from the role's own page, since the list has no delete icon on each row.
Before you start
- The Roles · Delete permission.
Steps
1
Open the role
Open Configurations → Roles and tap the role.
2
Optionally move people first
To remove someone, search the staff list on this page and remove them from the role. Give them another role from How to Assign a Role, so no one is left without access.
Removing a staff member from the role — screenshot coming soon
3
Tap Delete
Scroll to the bottom and tap the red Delete button. If staff still hold the role, the warning says how many.
The Delete confirmation naming how many staff are affected — screenshot coming soon
4
Confirm
Confirm to delete. The role is gone from the list.
The Roles list without the role — screenshot coming soon
What happens next
- The role no longer appears when giving a role. A role cannot be restored, but you can create a new one.
- Anyone who still held it is left with no role.
Edge cases
- People with no role. While the add-on is on, they are refused anything that needs a permission, unless they are the owner or an organization admin. Reassign them first.
- Super Admin cannot be deleted. It is refused.
- The owner is never taken off a role. Removing staff from a role skips them.
- A deleted role can briefly still show on a phone until its list refreshes.
- Safer than deleting: switch the role off to take its access away without losing it. See How to Update a Role.
Works with
| Add-on or plan | What changes on this page |
|---|---|
| Roles & Permissions add-on | Controls whether roles are enforced. With it on, a staff member may do only what their role allows. With it off, every staff member has full access and the Role field is hidden. Roles stay on file and apply again when the add-on returns. |
| Live sync (Lite and up) | Other devices learn of staff and role changes at once. On lower plans they pick the change up the next time they refresh. |