Delete a role

You can remove a role, along with its associated document types and their respective timelines.

Ensure the role is not referenced by any of the system configuration files such as users.xml, accessrights.xml, projectconf.xml, and index definitions. Deleting a role that is referenced by other files will corrupt the system configuration and prevent the CCMS from working.

Also ensure no users are assigned to objects in the role you are deleting. Use the Search functionality to identify any such objects and remove the assignment. A failure to remove the assignments before deleting the role can result in you no longer being able to lock, edit, release, change status, or perform other actions on the object.

  1. In TEXTML Administration perspective, right-click the Content Store node and select CCMS Admin > Manage Roles.
    The Role Manager window opens.
    Note: IXIASOFT recommends that you avoid directly editing the roles.xml file. The Role Manager window has built-in validation mechanisms to reduce errors.
  2. Click the Lock button (lock manager icon).
  3. In the Roles list, right-click the role to delete and select Delete Role.
    The role and its associated timelines are deleted.
  4. Click Check In Document (check in manager icon).
    Your changes to roles.xml are updated in the repository.
  5. Inform users of the changes.
    The changes will be applied automatically once users close and then reopen their CCMS Desktop. Users can also apply the changes without restarting their CCMS Desktop by clicking IXIASOFT CCMS > Synchronize Configuration. Additionally, refresh IXIASOFT CCMS Web so that users will see the change reflected there.