Manage and delete roles


Roles can be managed from the User Roles page in the Skedulo web app, as well as from the permissions pages for each role.

This includes modifying the names and descriptions for roles, changing the permissions included in roles, and deleting roles.

Change the name or description of a role

You can change the description of standard or custom roles on the Edit role details modal.

  1. Navigate to the Settings > User roles page.
  2. Click the role whose description you want to modify.
  3. Expand the Actions dropdown menu and select Edit details.
    Action button options
  4. On the Edit role details modal, enter a new name or description.
    Edit role details dialog
  5. Click Save.

Automatically grant access to new features

Skedulo may modify or add permissions to existing modules in future releases.

To keep user roles up to date with access to new functionality for specific permissions categories, enable Automatically add new permissions on the module.

The Automatically add new permissions option can only be used when all permissions in the module are enabled for that role.

For example, if you want users to always have full permission access for Job attachments, they must also have Create and modify attachments and View attachments permissions enabled on that role to be able to select the Automatically add new permissions option.

Option to automatically add new permissions selected

If any of the other permissions in a module are not enabled, the Automatically add new permissions option is unavailable.

Option to automatically add new permissions not selected

View role assignments

You can view which users have been assigned the currently selected role.

  1. Navigate to the Settings > User roles page.
  2. Click the role you want to view.
  3. Select the Users tab. All the users who have been assigned the selected role are listed.
    Users tab in the Resource role details page

Update role assignments

You can access a user’s profile details page directly from the Users tab.

Click a user’s name to bring up their details page, enabling you to quickly edit details including which roles are assigned to them.

Delete roles

You can delete custom roles you have created from the list of roles on the User roles page, or from the role permissions page.

Delete custom roles with functional permissions

Deleting a role automatically removes it from any user who has been assigned to that role. Users who have access to Skedulo via a custom role may lose access if their role is deleted and they are not assigned another role with appropriate functional permissions.

Delete roles from the role list

To delete a role from the User roles page:

  1. Navigate to the Settings > User roles page.
  2. Select the checkbox of the role or roles that you want to delete.
  3. Click Delete. This will instantly delete the role.

Delete operations on standard roles

You cannot delete standard Resource, Scheduler, or Administrator roles.

Performing a delete operation on a standard Skedulo role will reset the permissions to their default state.

Delete roles from the permissions page

Alternatively, you can delete roles from the permissions page for the role.

  1. Navigate to the Settings > User roles page.
  2. Click the role you want to delete to display its permissions page.
  3. Expand the Actions dropdown menu and click Delete.
  4. In the confirmation modal, click Yes.

Confirm deletion dialog