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Create custom roles

If the default Admin and No Privileges roles don't meet all your needs, users with the required permissions can create custom roles with customized access to functionality and applications. You can also create custom roles to complement already existing roles and grant them access to specific functionality. Here's how you create a custom role.

  1. Go to Administration → Roles, then click New Role.



  2. Enter a Name and Description for the new role. Then, in the Permissions tab, select a subset of available permissions in the box on the left and move it to the box on the right using the arrow icons. Then, click Applications and follow the same process to select the applications that the new role will have access to. 

    Hover the mouse over a specific permission and click the information icon to see a description of the permission.

  3. Click Create. The new custom role will appear in the list of roles on the left. You can now assign this role to new or existing users.

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