> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/settings/manage-users/edit-role.md). # Edit Role When a job changes, everyone doing that job usually needs the same new access. Editing their role lets you change permissions, defaults, and project visibility in one place. You choose whether the change also reaches the people already in the role. ### Before you start You'll need the **Manage Roles** permission, in the **Settings** permission group. If **Roles** isn't under **Settings** > **Manage Users**, ask your OrderEazi administrator to add this permission to your role. To change which projects a role can see (the **Role Access** section), you'll also need **Manage User Access**, in the same group. ### How to edit a role 1. In the main menu, go to **Settings** > **Manage Users** > **Roles**. 2. Open the menu at the end of the role's row and select **Edit**. 3. Change what you need. Each section is explained below. 4. Select **Save**. If you changed any permissions and people are in the role, OrderEazi first asks "Apply changes to users in this role?". It shows how many permissions and users are affected. Choose one: * **Apply to users:** Adds and removes the permissions you changed, for every user in the role. Each user's other permissions stay as they are. * **Save role only:** Saves the role. Users already in it keep their current permissions, and only people you give the role to from now on get the new set. * **Cancel:** Takes you back to the role without saving. The page shows "Updated role:" followed by the role name. **Example:** Eight people are in the Sales role, including Thandi Nkosi, who also has **Duplicate Project** ticked on her own user. You tick **Generate Statement** and clear **Cancel Project** on the role, then select **Save**. OrderEazi asks "Saving will add 1 permission(s) and remove 1 permission(s) for 8 user(s) already in role 'Sales'." You select **Apply to users**. All eight can now generate statements and can no longer cancel projects. Thandi keeps **Duplicate Project**, because you didn't change it on the role. ### How a role's changes reach its users A role is a starting point, not a live link. When you give someone a role, OrderEazi copies the role's permissions, workflows, **Commission Percentage**, tier, and **Role Access** onto their user. After that, the person's own settings are what count. * **Permissions:** Reach people already in the role only when you select **Apply to users**. * **Project Visibility:** Always comes from the role, so a change applies to everyone in it straight away. * **Everything else:** Reaches only people you give the role to from now on. For people already in the role, change it on each user with [Edit User](/central/order-management/settings/manage-users/edit-user.md). ### Default Settings * **Disable Role:** Marks the role as no longer in use. It doesn't change the users in it. See [Roles](/central/order-management/settings/manage-users/roles.md#how-to-disable-a-role). * **Role Name:** Shown for reference. A role can't be renamed once it's saved. * **Project Visibility:** **View All Projects** lets people in the role see every project. **View Own/Linked Projects** limits them to their own projects, plus any the **Role Access** section adds. * **Workflow:** The [workflows](/central/order-management/settings/workflow-manager.md) people in this role can choose when they create a project. ### Include In Reports * **Commission Percentage:** The percentage the [Commission Report](/central/order-management/reports/commission-report.md) uses for people in this role. Depending on the report's calculation, it's applied to the selling price or the GP (gross profit). * **Markup Tier or Margin Tier:** The range of markup or margin people in this role can use on project lines. New lines they add start at the tier's default. * **Include User in Reports and Earns Commission:** Saved with the role and copied to its users, but no report filters on them. ### Permissions Permissions are grouped by area, under headings such as **Clients**, **Projects**, **Reports**, and **Settings**. Each group has its own **Select All**, and each tab has a **Select All** for every group on it. * **Permissions tab:** Holds the permissions for OrderEazi Central, such as **Create New Project** in **Projects** and **Generate Statement** in **Clients**. * **Inventory tab:** Holds the [Simple Inventory Management](/central/order-management/products/inventory/simple-inventory-management.md) permissions. It's shown on every licence except Enterprise. * **Warehouse tab:** Holds the **Warehousing**, **Warehousing Reports**, and **Warehousing Dashboard** groups. It's shown on the Enterprise licence only. Some groups only appear when your organisation uses the feature they cover. For example, **Job Cards** is hidden unless your organisation has Job Cards, and **Branch** is hidden on the Basic licence. The [Permissions reference](/central/order-management/settings/manage-users/permissions-reference.md) lists every group and what it covers. ### Role Access **Role Access** sets which extra projects people in the role see on [My Workspace](/central/order-management/my-workspace.md) and the [Dashboard](/central/order-management/dashboard.md). It only applies when **Project Visibility** is **View Own/Linked Projects**. Leave it blank and people see only their own projects. * **View Projects By Role:** Projects belonging to people in the roles you choose. * **View Projects By User:** Projects belonging to the people you choose. These are copied into **User Access** for each person you give the role to. You can then add branches, teams, and clients for that person on [Edit User](/central/order-management/settings/manage-users/edit-user.md#user-access). **Example:** Your Sales role is set to **View Own/Linked Projects**, with the Sales Support role under **View Projects By Role**. When you give Thandi the Sales role, she sees her own projects and every project belonging to people in the Sales Support role. > **Note:** **Role Access** shows once the role has been saved with **View Own/Linked Projects**. If you've just changed **Project Visibility**, select **Save**, then edit the role again to fill it in. ### What Edit Role does not do * **No renaming:** You can't rename a role. Clone it, give the copy the new name, then delete the old role and move its users to the copy. * **Only permissions are applied to existing users:** A change to workflows, commission, tier, or **Role Access** doesn't reach people already in the role. * **No report filtering:** **Include User in Reports** and **Earns Commission** don't change who appears in any report. ### Related pages * [Roles](/central/order-management/settings/manage-users/roles.md): create, clone, disable, and delete roles * [Edit User](/central/order-management/settings/manage-users/edit-user.md): change one person's permissions and settings * [Workflow Manager](/central/order-management/settings/workflow-manager.md): set up the workflows you add to a role * [Commission Report](/central/order-management/reports/commission-report.md): see commission for each sales rep