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Edit Management Role Settings

When you need to update basic Management Role information such as the display name, description, or extension attributes, you can modify these details without affecting role assignments or permissions. This allows you to keep role information current as organizational needs evolve.

Before You Use This Workflow

Access Requirements: You must have appropriate permissions to manage the specific Management Role you want to modify.

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Use this workflow when role names or descriptions need updating, when organizational terminology changes, or when you need to modify basic role configuration settings.

Before You Start​

You need access to the Resource Admin application to edit Management Role settings. If you can't access this workflow, contact your administrator to request permissions.

Make sure you have:

  • Knowledge of what changes need to be made to the role settings
  • Understanding of how changes might affect role identification
  • Any new descriptions or configuration details ready

Get Started​

  1. Navigate to the Resource Admin portal.
  2. Select Management Roles from the resource type menu.
  3. Click the Workflows tab.
  4. Find and click Manage Management Role Wizard. Manage Management Role Wizard
  5. Select the Management Role you want to modify by checking the box next to it, then click Next. Select Management Role
  6. Select Edit Management Role Settings from the available actions. Edit Management Role Settings Action
  7. Click Next to proceed to the role settings configuration.

The workflow will open showing the current Management Role settings. Edit Management Role Settings Form

Update Management Role Settings​

  1. Modify the Management Role settings as needed using the available tabs:

    General Info tab:

    • Display Name - Modify the user-friendly name that appears in interfaces.
    • Description - Update the detailed explanation of the role's purpose and responsibilities.

    Note: Some fields like Name, Management Role Definition, and Management Role Type are not editable and appear grayed out.

    Extension tab:

    • Extension Attributes - Modify custom extension attributes if your organization uses them for additional role metadata.

  2. Click Next to proceed.

Complete the Workflow​

  1. Review the Operation Execution Summary to confirm your changes were applied successfully: Operation Execution Summary The summary shows the specific settings that were updated.
  2. Click Submit to continue.
  3. Choose your next action: Finish Workflow Options
    • Do you want to manage the same Management Role? - Select this to perform additional actions on the same role.
    • Do you want to manage different Management Role(s)? - Select this to work with other Management Roles.
    • Do you want to finish the workflow? - Select this to complete the process and exit the wizard.
  4. Click Submit to proceed with your selected option.

What Happens Next​

  • Management Role settings changes may generate business requests that require approval before taking effect.
  • Once changes are applied, the updated information appears in all interfaces where the role is displayed.
  • Name and display name changes update how the role appears in assignment dialogs and reports.
  • Description changes help administrators and users understand the role's current purpose.

If You Run Into Problems​

Name already exists: Management Role names must be unique. Choose a different name if you encounter conflicts.

Changes don't appear immediately: Some settings changes may require approval before taking effect. Check for pending business requests.

Can't modify certain fields: Some settings may be restricted based on your permissions or the role's current state.