Creating a Custom Role

You can create roles to enable users with specific privileges that let them perform specific actions within your workspace.

Click Create New Role

To create a role you need to add the following attributes:

• Role Title
• Permissions
• Assumed Identities

Role Title: Enter a name for the role that is unique and does not exist within your collection of Roles. Eg. Regional Director.

Assign permissions to this role: Depending on the role you intend to create, you can assign a set of permissions to enable this role to specific functions and access to data within your workspace.

For example, You can enable relevant permissions for a Regional Director to manage the account, view analytics, and download data reports. You can also choose to disable permissions that do not directly associate with the tasks for this role like purchasing add-ons or managing agency tools.

Users can assume identity for: You can also choose to allow this role to temporarily assume another existing role.

For example, Regional Director can be given access to assume the identity of a Region Manager, this will give him temporary access to the location data managed by the Regional Manager. Type in a role name and select from the suggestions that are displayed.

Note: You can only create up to 10 custom roles for an account.  

Edit a Custom Role

You can edit any existing role previously created. Editing a role allows you to change the following:

• Role Title
• Permissions
• Assumed Identities 

Access your User Role Listing.  

Select a Role you want to edit and click the edit icon in the preview card.

Make changes to the permissions for this Role

Click Save Role to update your changes.

Note: The updated permissions for a role will apply to all existing and new users associated with this role.