Guide

Create a Custom Role

Settings

To create a custom role, you will first need to:

  1. Click on “Settings”.

  2. Click on “Users & Roles”.

    <img alt=“Click on “Users & Roles"" src=“/images/docs/0VFJNCZZ7qQrvAlLz4Y1.png”>

  3. Next, click on “Roles” and then “Add Role”.<img alt=“Next, click on “Roles” and then “Add Role"" src=“/images/docs/j9p0y0scvMYyt7QBgV1K.png”>

  4. On this new screen, you need to give the Custom Role:

    • A Name to the Role.
    • A Description of the Role.
    • Assign the desired permissions (Which are listed here) to the new Role.Assign the desired permissions (Which are listed here) to the new Role
  5. Once happy, click “Save”.


Last updated: 7/2/2025