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Create custom user roles

Last updated: 05 December 2023 #

The roles and permissions allow you to create your own, bespoke role. This gives you granular control over view, edit, create, delete permissions for every single feature – and bundle them into a role of your design.

Create a new role #

To create a new role, head to Settings → Users.

Click on Roles then + New role.

Give your role a name and a description.

In the list of permissions, tick the boxes on all the permissions you would like this role to include.

Edit a role #

To edit a platform role navigate to Settings → Users, then Roles.

After clicking Edit on your chosen role, you can amend the role name, description and select/deselect the appropriate permissions.

Delete a role #

To delete a platform role navigate to Settings → Users, then Roles and click the Bin icon on your chosen role.

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