How to edit or delete roles

Roles that can't be edited or deleted

The following default roles in Soldo have fixed permissions and can't be modified or removed:

• Accountant
• Admin
• Driver
• Employee
• Leader
• Limited access
• Limited Admin
• Super admin

Note: Only custom roles can be edited or deleted. If you need to create a new custom role, follow this guide.

How to edit a custom role

1. From the left-side menu, select Configure > Permissions.
2. Select the custom role you want to edit from the list.
3. Make the necessary changes.
4. Select Save to apply your changes.

How to delete a custom role

1. From the left-side menu, select Configure > Permissions..
2. Hover over the role and select the delete icon.
3. Confirm by selecting Yes, remove.

Important: If you see an error when trying to delete a role, it’s likely because it's still assigned to a user.

To resolve this:

1. From the left-side menu, select Users.
2. Select the user who has the role.
3. Select the Roles tab.
   
   If it's an Admin role, follow these steps:
4. From the Admin section, select the Admin toggle to disable.
5. Select Save.
6. Try deleting the role again.
   
   If it's a Manager role, follow these steps:
7. From the Manager section, select Unassign role.
8. Try deleting the role again.