After you have created roles, you might need to rename them. For example, you might have inadvertently misspelled a role and need to correct it. Roles can include both spaces and special characters, and there is no limit to the length of a role name. Each role must include at least one non-space character and cannot begin or end with one or more spaces. In addition, roles are not case sensitive and must be unique within a role list document. Therefore, for example, one role list cannot include both the roles "author" and "Author". 


If you rename a role that is assigned to one or more documents, you must also update the role assignments of the document(s). It is recommended that you update role assignments automatically when prompted to do so after saving changes to the master role list. If the role assignment for a document cannot be updated automatically at that time, for example, if the topic is open in the Topic Editor, or if you choose not to update role assignments automatically, you must manually update each topic to which obsolete roles are assigned to reflect the changes in the master role list.


Tip: You can use find and replace to update role assignments.


Warning! If you rename a role in the master role list but do not update role assignments to remove the original role from all documents, the original role remains in the Library as an additional role in use and will be added back to the role list if you automatically update the role list before it is removed from all document(s). To completely rename a role, you must both rename it in the role list and update all documents to which the original role was assigned.


To rename a role:

  1. In the role list, select the role you want to rename.
     
  2. Type the changes.
     
    Note that this renames the role in the role list only and does not update any documents that might have been assigned to this role.
     
  3. Save and close the role list document.
     
    It is recommended that you update role assignments automatically when prompted to do so after saving changes to the master role list. If you choose not to update role assignments automatically at this time, you will need to update them manually for all topics to which the renamed role was assigned.

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