How do I archive a Role?

If a Role is created that is no longer servicing your organization, you will want to archive that Role. It is best practice to reach out to your implementation team to make sure archiving a Role will not result in any negative consequences for your organization.

Archiving a Role will remove that role from any users it is assigned to, so please make sure this is a necessary change before archiving anything.

To archive a Role, first, navigate to your Organization page and then the Roles Tab. You will see all the roles available to users in your organization. Click on the three dots on the role you would like to archive and select "Archive" from the dropdown list of options.