Add a New User Role

Need to set up another User role/category? We'll show you how. 

(Remember, not all users will have the permissions to do this and won't see the screens below.)

Administrators, to add a new user role, follow these simple steps.

Getting Started

1. From the dashboard, navigate to and open the Users app.

2. Click the gear icon to get to the Settings panel. 

Add the User Role

1. In the Settings panel, click on Role & Permission Settings. 

   

2. In the Roles panel, click on the plus sign in the upper right corner.

3. The next panel gives you the option of assigning permissions to the new role that are the same as an existing role. To assign duplicate permissions, click on the down arrow beside "Copy permissions from..." and select the role whose permissions you want to copy.

4. If you don't want to copy any permissions, click SKIP.

5. Whether you copy an existing role's permissions or choose to skip that step, you'll be taken to the Edit Role screen. Here is where you can name the new role. Don't forget to click DONE at the bottom of the screen.

6. To customize the permissions for this new role, go into each app. (See our Helps article about setting app permissions.)