Merging Roles

Purpose

Roles are available in the CGR Platform. They are representing the roles of your employees in your organisation [e.g. Joe Bloggs – CFO]. In certain situations, a role may become redundant. In this case, you can disable the role. In other cases, the role will merge with another role, in which case you need to ensure that the associated data appears seamlessly under the new role. This is an example of merging roles.

Important Notes

• System Administrator access is required to merge roles.
• This action is irreversible.
• Your CGR platform needs to be setup to use roles.
• Multiple users can be in the same role.
• When a person leaves and the role becomes vacant, another person can take over.

Step-by-Step Guide To Merge Roles

1. Navigate to Admin > Roles. On this page you will see all roles available in the software. By default it will only display the active roles, but you can change your filter settings by clicking the filters button as shown below:
   
   
   
2. In order to merge a role [or roles], please search and select the roles you wish to merge by clicking the checkboxes on the right side [please refer to image above].
   
   
3. Then click the Merge button on the top bar. Please note that this button will be disabled until you select two or more roles.
   
   
4. A form will pop up and on it you can choose the role that all the other ones selected will merge into.
   
   
5. Once you click confirm, they will merge and this action is irreversible.