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Remove Users from Management Roles

Remove users from Management Roles through a cart-based business request process. You can remove multiple users in a single request.

Prerequisites​

Before removing users from Management Roles, ensure you have:

  • Access to Resource Admin with permissions to manage the target Management Role

Procedure​

  1. Navigate to Resource Admin.

  2. Select Management Roles from the Resource dropdown menu. Resource Admin portal

  3. Locate the desired Management Role and click the Details button. Management Role details button

  4. In the role sidebar, navigate to Management Role Members > People. !People as Members Tab

  5. Select the members you want to remove by checking the boxes next to their names. Select members for removal

  6. Click Remove [x] selected members (where [x] is the number of members selected). Remove selected members button

  7. Click Delete to confirm. Confirm removal dialog

  8. Click the Shopping Cart icon in the top navigation. Cart interface

  9. Review the selected members marked for removal.

  10. Complete the justification: Justification selection

    • Select a predefined justification from the Justification dropdown, OR
    • Select Other Justification and enter a comment

  11. Enter a Business Request Name for the removal request. Business request name field

  12. (Optional) Add additional comments to provide context for approvers.

  13. Click Submit to create the business request.

Verify the Results​

Removal may require approval depending on your organization's policies. To verify the removal:

  1. Note the request status displayed in the submission status modal. Cart submission status
  2. If approval is required, click the status link to track the request in My Tasks.
  3. Once the removal completes, return to the Management Role's Management Role Members > People section to confirm the users were removed.