Navigate to Roles & Permissions
Go to Manage Organization. Click on the Roles & Permissions tab.
Creating a Custom Role
Within the Roles & Permissions tab, there are two sub-tabs:
- System (selected by default)
- Custom
Click the Custom tab. This will show you existing custom roles that have been created if there are any. Click the + Add Role button.
After clicking the + Add Role button, a popup will appear. You will need to enter the Role Name and Description for the role you want to create.
Once you have entered the Role Name and Description, you can create the role by clicking the Create Role button.
The new role will appear in the list in the Custom tab. Set the Permissions you want this role to have by selecting it and checking the relevant checkboxes. Click Update Role Privileges to save.
Duplicating a Role
You can also duplicate one of the system or existing custom roles and use it to create a new custom role. This will make a copy of the role with all the same Permissions.
1. Select the role you want to duplicate by clicking on it.
2. Click on the copy (Duplicate Role) icon in the upper right-hand corner.
3. This opens the custom role popup. Change the name, update the description, and click the Duplicate Role button.
4. The new role will appear in the list in the Custom tab. Set the Permissions you want this role to have by selecting it and checking the relevant checkboxes. Click Update Role Privileges to save.
Editing or Deleting a Custom Role
You can edit or delete custom roles using the options provided when the role is selected.
- Click on the pencil icon to edit the name and/or description of the role.
- Click on the trash can icon to delete the role.
Related Help Center Pages
Meta Information
Application Build: UI 2.0.361 / API 2.0.112