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Creating A Custom Role

This lesson will show you how to setup your own custom role to assign to new and/or existing user accounts. (See How to Add a New User)

Administration

Click on Administration.

User Administration

User Administration

Click on Role Administration

Role Administration

Role Administration

1. Click on New Role to create your custom role

2. Click on the Badge icon to edit an existing custom role or the red X to delete the role

New Role

New Role

1. Type in the name of your custom role

2. Choose an existing role to use as a base template if desired

3. Scroll through the list of available permissions: Checked options are active permissions and unchecked options will be denied to the role

Customize Permissions and Save

Customize Permissions and Save

Click Save to complete creating your new role

Created Role

Created Role

Your custom role is now listed on Role Administration

Assigning the Role to a User

Assigning the Role to a User

Click on User Administration

Assigning the Role, Cont.

Assigning the Role, Cont.

1. Add a New User

OR

2. Edit an existing User's Permissions

New User Role Assignment

New User Role Assignment

Choose your Custom Role from the Role drop down menu

Edit Existing User Role

Edit Existing User Role

Choose your custom role from the drop down

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