Change the name of a Primary Role

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

How can the name of a Primary Role be changed?

Resolution

To rename a role, follow the steps below:

1. Navigate to Home -> Resource Management -> Resources
2. Filter for "Is Role" = "Yes". Locate the role whose name you want to change
3. Click on the Role Name
4. Change the "Role Name" field to the new value. Save.