How to create custom roles

How to create custom roles

With custom roles, you can create completely brand new roles with any number of permissions. 

1. In the left-hand navigation, click on the People management tab then click Settings.



2. Select Roles & permissions.



3. Select the Custom roles tab. You can view a list of all custom roles that have been created for your organization.



4. Click + Create custom role



5. Enter in the role name and an optional role description. Click Save.



6. A new role will be created with all permissions set to the lowest access level (e.g. view only or no access). Change each permission based on your needs.



7. Click Save when you’re done.