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Remove Set Groups from Management Roles

Remove Set Groups from Management Roles through a cart-based business request process. You can remove multiple Set Groups in a single request.

Prerequisites​

Before removing Set Groups from Management Roles, ensure you have:

  • Access to Resource Admin with permissions to manage the target Management Role

Procedure​

  1. Navigate to Resource Admin.

  2. Select Management Roles from the Resource dropdown menu. Resource Admin portal

  3. Locate the desired Management Role and click the Details button. Management Role details button

  4. In the role sidebar, navigate to Management Role Members > Set Groups. Management Role Set Groups View

  5. Select the Set Groups you want to remove by checking the boxes next to their names. Select Set Groups for removal

  6. Click Remove [x] Selected Set Groups (where [x] is the number of Set Groups selected).

  7. Click Delete to confirm. Confirm removal dialog

  8. Click the Shopping Cart icon at the top of the page.

  9. Review the selected Set Groups marked for removal. Cart with Set Groups

  10. Complete the justification:

    • Select a predefined justification from the Justification dropdown, OR
    • Select Other Justification and enter a comment

  11. Enter a Business Request Name for the removal request.

  12. (Optional) Add additional comments to provide context for approvers.

  13. Click Submit to create the business request. Submit Cart Button

Verify the Results​

Set Group removal may require approval depending on your organization's policies. To verify the removal:

  1. Note the request status displayed in the submission status modal.
  2. If approval is required, click the status link to track the request in My Tasks.
  3. Once the removal completes, return to the Management Role's Management Role Members > Set Groups section to confirm the Set Groups were removed.