Sage Construction Management Ideas Portal
Default Teamlink Security roles cannot be renamed or deleted? Users should be able to Delete, or if not, at least rename the default roles because they cannot be changed; Changes to default Teamlink Security roles cannot be saved. So if someone wants to change the Architect default security role, they cant save the changes, they can't rename it, and if they create a new security role for Architect #2, per se, whats to keep someone from accidentally selecting the unwanted default role?
Hi,
This feature does not exist. Its not possible to modify or delete default teamlink security roles. We want to be able to delete them, or if not delete them, save them with a different name and different permissions. The permissions cannot be changed, the name cannot be changed, and the role cannot be deleted.
Please advise how, if the feature exists, a default Teamlink role can be deleted.
Joseph (Joe) Smith Senior Application Consultant, Construction & Real Estate Division
Direct: 703.297.4168 Support: 888.865.9425 Support Email: support@aktion.com
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@David, We're trying to rename or delete the default security roles. The instructions provided do not help. You will see, if you try and delete a default teamlink security role, it is not possible. If you try and rename it, you can change the name and the permissions, but there is no Save button.
This is still available. I did not notice until you mentioned it, that there is no help topic on the subject. I asked the Content developers to put one together ASAP. I attached two screen shops to help you find this option. Entereing a new Teamlink User Role Title will get you started. Be very careful what you give access to.
You may want to pattern your custom security roles after one of the stock/standard roles:
https://help.sagecm.intacct.com/Content/TeamLinkPortal/Authentication/TeamLink_Auth2_DefaultSecurityRoles.htm