Rename a Role

After completing this topic, you will be able to rename a role and update role assignments.

Steps:

1. Rename the Clerk role.

    

   Double-click Clerk in the master role list to select the text.

   Step 1

2. Enter the desired information into the Role field. Enter "Account Clerk".

   Step 2

3. Press [Enter].

   Step 3

4. Save the master role list.

    

   Click the Save button.

   Step 4

5. You are given the choice to save the master role list and update the content or not update the content.

    

   It is best to allow the Developer to automatically update your content; otherwise you may have to update each document manually.

   Step 5

6. Click the OK button to save the master role list and update the content.

   Step 6

7. A Partial Role Rename message appears. View the activity log to see the reason.

    

   Click the View activity log link.

   Step 7

8. If your user account has restricted permissions for certain folders, you do not have permission to update the roles for those documents.

   Step 8

9. Close the Role Rename Activity Log.

    

   Click the Close button.

   Step 9

10. Close the Partial Role Rename dialog box.

     

    Click the OK button.

    Step 10

11. Switch to the WordPad Training outline to view the renamed role.

     

    Click the WordPad Training tab.

    Step 11

12. Notice the role rename in the Properties toolpane for the Printing a Document topic.

    Step 12

After completing this topic, you are able to rename a role and update role assignments.

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