Merge User Roles

User roles may be merged as needed. When one or more user roles are merged, any users who were assigned the unmerged role will have the new role assigned to them. They will still have access to all the buildings that were previously assigned on a per user basis.

To merge user roles:

1. Visit Settings > User Roles.
2. Click the checkbox next to the user roles you wish to merge (this must be two or more).
3. Click on the Actions dropdown menu in the blue bar > select Merge.
4. Fill in the Merged role name: in the blue bar.
5. Confirm that the new Default and Max permissions are the desired permissions for the merged role. NOTE: The merge screen takes the highest permissions that were previously given in the selected roles (eg If the Default permission for an IEP was Can View in one role and Can Edit in another, it will give the Default permission of Can Edit). We recommend confirming the desired Default and Max permissions before merging the roles.
6. Click Merge in the blue bar to merge the roles or click Cancel to return to the User Roles screen without merging the roles.

Once roles have been merged, the unmerged roles will be deleted and removed from any user they were assigned to. If necessary, an admin user may undelete the user role(s), and they will automatically be reassigned to the users. The newly merged role will also remain and need to be deleted if merged in error.