How to Edit a Role

There may be certain situations where you may need to edit a Role. For example, the Role name has been updated, or the Role permissions must be changed.

Below are the steps that must be carried out in order to Edit a Role. Expand each step below for further explanation.

Step 1: Navigate to the Users via the 'Settings>Users' Buttons. Locate the Roles Tab and Click on the Role Name

To add a Role, you must navigate to the Users via the 'Settings>Users' buttons.

To edit a Role in Safefood 360°, navigate to Roles in Settings using the 'Settings>Users' buttons and click the 'Role' tab. Within the 'Roles' tab, click on the name of the Role you wish to edit. The Role name will be in blue text, which indicates a link.

Note: You will only see the 'Settings' button if you have the correct Role access. Ensure that you contact your site admin if you do not have the access to complete this task.

Image: Navigating to Users via the 'Settings>User' Buttons

Image: Clicking 'Roles' Tab, Clicking Role Name

Step 2: Click the 'Actions>Edit' Button in the Role Overview Page

Within the Role overview page, click the 'Actions>Edit' button to access the Role page to edit the Role.

Image: Role Overview Page with 'Actions>Edit' Buttons

Step 3: Make Required Changes to the Role

Once you have accessed the Role page under the 'Edit' function, you can make changes to any fields.

Note: For further explanation on each of the fields of the Role, see here.

Image: Role Page Ready for Edits

Step 4: Click the 'Save' Button and Confirm Changes via the Reason for Change Pop-up Screen

After completing the changes to the Role, scroll to the bottom of the Role page and click the 'Save' button to save the changes.

Note: It's very important to click the 'Save' button, otherwise the changes will not be made.

Image: 'Save' Button

You will be prompted with a 'Reason for Change' screen, where you will need to detail the reason why you have made a change to the Role page before confirming and saving the changes.

Once you have confirmed the edits using the 'Confirm' button, the system will take you back to the Role overview page.

If you do not wish to make edits, click the 'Cancel' button to be brought out of the Role page.

Image: 'Reason for Change' Pop-Up Screen after 'Save' Button Clicked

Image: Detail Reason for Change and Click 'Confirm' Button

Image: Roles Overview Page after Edits Saved

Step 5: Accessing the Audit Log to View Changes (Optional)

Edits made to a Role will be recorded in the Audit Log. If you would like to view the changes, the Audit Log can be accessed via the 'Actions>Audit Log' buttons.

Image: Navigating to Audit Log Via 'Actions>Audit Log' Button

Image: Audit Log Recording Edits