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SettingsRoles2 min read

Editing role permissions

OverviewThis article explains when to use editing role permissions, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when an existing record n

Work Planner Documentation11 April 2026

Overview

This article explains when to use editing role permissions, what the focused step is designed to achieve, and what to review before confirming the action.

When to use this

Use this article when an existing record needs to be updated and you want to understand which settings are safe to change and which ones affect downstream work.

How it fits into the flow

Editing role permissions sits within Settings / Roles. It is designed to work alongside related articles such as Creating a role, Roles list, so users can move through the workflow without relying on one giant reference page.

Main actions

  • Review the context shown in the dialog so you are acting on the correct record or selection.
  • Choose the options that control how the action should run before you confirm it.
  • Finish the action and then check the parent screen for the result or any follow-up work.
  • Common on-screen actions include Create Role, Cancel, Update Role.

Important fields

  • Role Name: Use lowercase letters, numbers, underscores, or hyphens only.
  • Role Name: Look for input such as “e.g., manager, editor”.
  • Validation: Name: Required. Text value. Maximum 255 characters. Follow the required format. Must be unique.
  • Validation: Permissions: Optional. One or more values can be supplied.
  • Validation: Role: Required. Text value.

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