Deleting a role

In BoldSales, roles are an essential part of managing user permissions. Deleting a role is a simple process, but it’s important to ensure that no active users or permissions are tied to the role before proceeding.

Use cases

Role cleanup

You have a role that is no longer needed, such as a temporary project role or a role that was incorrectly created, and you need to delete it to simplify your user management.

Restructuring roles

As your team grows, you may decide to restructure roles within the CRM. Deleting outdated roles can help streamline user access and improve security.

Department restructuring

During organizational changes, delete roles tied to dissolved departments to align with the new structure.

Steps to delete a role

Accessing the roles section

• Navigate to Setup (Shortcut Shift + *).
• Go to Users and Teams > Roles.

Selecting the role to delete

• Find the role you want to delete in the Roles list.
• Click on the more actions menu (three dots) next to the role.
• Select Delete from the options.

Confirming the deletion

• If no users are assigned to the role:

  • The prompt will ask:
  • Are you sure you want to delete this role?
  • Confirm to proceed by clicking Delete.

• If users are assigned to the role:

  • The prompt will display:
  • Are you sure you want to delete this role? Transfer users and sub-roles to [parent role].
  • Select a Parent role to transfer the users and sub-roles to, ensuring they maintain necessary permissions.
  • After selecting the parent role, click Transfer & Delete to proceed with the deletion.

Article suggestions

1. Best practices for managing user roles securely
2. Understanding roles and permissions
3. Roles
4. Creating and assigning a role to a user

Frequently asked questions (FAQs)

Can I undo the deletion of a role?

No, once a role is deleted, it cannot be recovered. Ensure that all necessary users and permissions are reassigned before deletion.

What should I do if I accidentally delete a role?

If a role was deleted, you’ll need to recreate it manually and assign the appropriate users again.

Is there a limit to how many roles I can have?

BoldSales does not impose a hard limit on the number of roles.

Can I delete a role that has active users?

Yes, but you must first transfer those users to another role during the deletion process.