To delete a role:
- Go to Templates.
- Search for and select the template you want to edit.
- Click the role (person) icon in the header of the template editor.
- Click the delete (trash) icon next to the role you want to delete. Depending on the device you’re using, you may need to hover over the participant to see the delete icon.
- If fields have already been assigned to the role you want to delete, you will see a warning message. Confirm deletion if you want to continue.
- Save your changes.
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👉 Note: Whenever you add or edit a template, it is saved as a draft until explicitly activated, so don’t forget to activate the template when you are done making changes.
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