Creating New User Roles

Modified on Mon, 07 Mar 2022 at 03:20 PM

Available in Pro package ONLY 


If you have the enabled permissions on your account you will be able to create different user roles where you can restrict access to areas of the platform.


To create a new user role navigate to User Roles in the Administration tab and select the plus icon to begin.



A pop up screen with the User Role Wizard will appear -entering a name is mandatory, however the description is optional. Select 'Next'.



You will then be presented will all the areas on the platform for you to outline whether they can view only (list) or edit (create). Not ticking either results in the user not being able to access this area of the platform at all. Please tick accordingly then select 'Next'.



You will then be taken to a review screen - if all the information is correct proceed to 'Finish' to create the user role. 



The role will now be available to any existing or new users.






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