Configure Roles

Allows users to customize the Setup Task list. This can be useful to help guide newer users to the important steps that need to be reviewed and updated each planning cycle.

To create a new Role click on the ‘Cog’ button. Use dropdown menu to swap between Roles.

Several options are available for configuring Role layouts.

Option Name	Purpose

Option Name	Purpose
Name	Name of the step being edited.
Disabled	Locks step from being altered.
ForeColor	Changes text color.
Bold	Changes test to bold.
Italics	Changes test to italics.

Note: Steps can only be Locked for editing. They cannot be removed from the list.