Deleting a role permanently removes it from your account. This action should only be taken when you are sure the role is no longer required, as any users assigned to the deleted role will lose access until they are reassigned a new one.

🔐 Permissions required (see Roles & Permissions Overview for details)

Alt: Screenshot showing what users see when they don't have access to the Roles section

• If you don't have access: You won't see Settings > Roles or the Delete Role option. In this case, contact your Account Owner or Administrator
• Who can Delete roles: Account Owners, Administrators, or users with Custom Roles that include delete role permission

Why deleting a role matters

• Keeps your account secure – Removing unused or outdated roles prevents people from having unnecessary access to sensitive areas of your system

• Prevents clutter – A lean list of roles makes it easier to manage and assign permissions correctly

• Ensures accuracy – If your organisation has restructured or certain functions are no longer relevant, deleting old roles avoids confusion for administrators and team members

Before you delete

• Reassign any users currently on that role to a new one, otherwise they will lose access

• Double-check that the role is not actively used in your workflows or by a team

• Consider duplicating the role first if you want to keep its settings for reference

How to delete a role

1. Navigate to the Roles section under Account Settings

2. Locate the role you want to remove

3. Click the three dots (⋮) next to the Edit button

4. Select Delete

The role will be permanently removed from your account once confirmed