Role Names

You have the ability to edit the following Role Names as well as change the Signoff Level:

•

Admin

•

Preparer

•	First Reviewer

•	Second Reviewer

•	Third Reviewer

•

Corporate

To edit a role name:

1.	Select a role name from the Role Name table.

Edit Role Name

2014.0 role names

2.	Double-click in the Role Name data entry field and enter a new name. A red marker appears in the data entry field letting you know the name is changed, however, not saved.

3.	Click Save Role Name.

4.	Click Yes, to change the signoff role name. A message appears in a yellow box at the top of the screen that the Roles Name change completed successfully.

5.	Click No, prior to saving to revert all changes.