CRM Deleting Roles

To delete a Role, follow these steps:

Step 1            Log into CRM

Step 2            On the landing page, click Administration from the main menu

Step 3            Hover over Permissions

Step 4            Click on the Roles sub-category

Step 5            To delete a role, click on the role within the list of roles

5.1                  Click the Delete button

5.2                  Click Yes in the confirmation message

Note: When activity log fields and pipeline field types have been tied to a role, that role cannot be deleted. If a role has those assignments, an error message will appear when attempting to delete from the Roles list.

Article Reference: CLTX803