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How To Edit A Role From Version 3

  1. **Note:** If you don’t see the three dots next to the **Edit** button, it means the role is currently in use and can’t be deleted. The three dots will only appear when the role is not in use.Screenshot 2026-08-10 at 8.19.25 AM
  2. Here’s what you can do in each tab:

    **Settings tab:** Update the role name.

    **Permissions tab:** Add new permissions or remove existing ones.

    **Custom Columns tab:** Choose which columns users will see by default when they log in to their account.

    Screenshot 2026-08-10 at 8.21.45 AM