Users & Staff

Delete a role and move its staff assignments

Remove a custom role and assign its staff members to a replacement when required.

Before you start

  • Settings → Users & Staff
  • Your account needs Users & Staff: View permission to open the staff list. Inviting, editing, deactivating, assigning roles, and managing roles each require the corresponding permission.

What success looks like

  • The role is removed, and affected staff accounts show their replacement role assignments.

Quick start

The shortest path through this area.

  1. 1Open the custom role in Roles & Permissions.
  2. 2Choose Delete.
  3. 3If staff use the role, select the required replacement under Move staff to.
  4. 4Review the resulting access and choose Confirm Delete, or Cancel.
  5. 5Verify the role list and the affected staff assignments.

Troubleshooting

Choose the symptom that matches what you see.

Delete is not offered

Check Remove role permission and whether the role is protected.

No replacement role is available

Create or select an eligible role before completing deletion.

Continue with a related guide

Still stuck?

Open a support ticket. We’ll include this guide so you only need to explain what happened and where you got stuck.

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