We're setting up our functional and organizational roles and have a growing company. How can I change the hierarchy of organizational and functional roles without deleting and recreating the roles? If I delete a role, how will that affect the processes that reference it?
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Dear Janine,
First of all please don't delete "All employees" and "System adminsitrators" roles from the application, because they are essential for correct work of the system. Also we don't recommend deleting of roles, just rename them if you have a need to do it (just open roles tree and use a role you need to rename and after that you will be able to do that in this field http://prntscr.com/mwg2ct). If you delete a role then you will need to find all processes where it is used and add newly created role. In other words - if you delete a role that is used somewhere then it will prevent processes from being executed. Please rename available roles or create your new ones. Meanwhile we have a problem registered for our R&D team about displaying of roles and creating of ways to easy delete them if it is needed. I will notify them about your request so to raise the priority of this problem. Thank you for helping us to make our application better!
Best regards,
Oscar
Oscar Dylan,
Renaming a role doesn't work when the role needs to be in a different location in the hierarchy. I would want the processes to fail and need to be updated if the wrong people are being assigned to roles.
Janine White,
Then please create a separate role that you need to use and find all processes where you used the previous role and update the business process so to use newly created role. This is the only way how it can be done now.