Creating A Custom Role

This Guide will show you how to setup your own custom role to assign to new and/or existing user accounts.

Administration

Click on Administration.

Click on 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

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

Click Save to complete creating your new role

Your custom role is now listed on Role Administration

Click on User Administration

1. Add a New User

OR

2. Edit an existing User's Permissions

Choose your Custom Role from the Role drop down menu

Choose your custom role from the drop down