How To Create A Custom Role

Learn how to create a custom role, assign permissions to the role, and assign the role to your team members.

Step 1: Getting Started
  • Hover over “Settings” in the main navigation bar, and then click “Roles & Permissions” in the sub-navigation menu
  • Click “+ Create New Role”
Step 2: Create New Role Form
  • Fill in the required fields starting with the Role Name, Role Definition, and assign permission(s) by clicking on the checkbox
    • (Optional) You can also assign this new role to a team member that has already been added to your organization by clicking on the drop-down menu
  • Click the “Save” button

This completes the process of creating a custom role

Still need help?

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