Delete Unused Roles

The Delete Unused Roles tool on the Role Management menu and dashboard allows for options to delete:

• All unused roles

• Unused roles at specified hierarchies

• Unused roles down from specified hierarchies - with the option to select hierarchies

Roles are used in for example the following functional areas:

• Site Defaults

• Add Admin Users

• LDAP User Sync

• Create a Filter to Move Users

• Authorized Admin Hierarchy

Note

• No roles that are in use will be deleted.

• This tool should be used with care, since the deletion of unused roles transaction cannot be rolled back.

How to Delete Unused Roles

On the Delete Unused Roles form:

• To delete all unused roles from the hierarchy at which the form has been opened and downwards, choose Yes at the Would you like to delete unused roles at all hierarchies? dropdown box.

• To filter the unused roles to be deleted by hierarchy and scope, choose No at the Would you like to delete unused roles at all hierarchies? dropdown box.

  Additional options are then available:

  • First specify an unused role deletion hierarchy scope: Would you like to delete unused roles at a specific hierarchy or down from a specific hierarchy?

    Choose:

    • At

    • Down

  • After selecting a scope, select the hierarchy to which it will apply:

    • For At, select: At which hierarchy do you want to delete unused roles?

    • For Down, select: From which hierarchy do you want to delete unused roles?

      This option allows for further refinement - a subset of lower hierarchies. A dropdown list shows - according to the selected hierarchy - with a prompt, for example:

      All customers or a subset of customers?

      Options are:

      • All: delete all hierarchies down from the selected hierarchy.

      • Specific: A transfer box shows, listing Available and Selected hierarchies so that individual hierarchies can selected for unused role deletion.

• When the required deletion options are selected, confirm the options on the Confirmation dropdown box and click Save on the menu bar.

You can investigate the transaction log (Transaction Logging and Audit) to see the status of this role delete transaction.