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Removing/Deleting Roles

PreviousAssigning Roles to Goals and AgreementsNextTreasury

Last updated 2 years ago

Removing or deleting roles can be conducted from the table view or within a goal profile in the side panel.

From the table view:

Hover over the name of a role and click the icon that appears. Next, click Delete to permanently remove the goal.

From the goal profile:

Click on the role name to open up the role profile that will appear in the side panel. Next, click on the icon located on the top-right of the card. Select Delete to permanently delete the role.