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Creating a Custom Role
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Console lets you create and manage custom roles. This gives you more flexibility and control over your teammates. Only users with the Admin role can create custom roles. In this article, we'll cover that process.


Custom Roles can be created from the Roles and Permissions page or the Users page.


Note: Some permissions can only be assigned if access to associated features has been enabled. For more information, click here.

From the Roles and Permissions Page

  1. Select Settings from the left navigation bar
  2. Select Roles and Permissions
  3. Select Create Role
  4. Fill out the Name and optional Description fields
  5. Select Next
  6. Select the appropriate permissions

    Note: The below Console permissions are selected by default. It is recommend to not uncheck these permissions.
  7. Select Save


From the User Page

  1. Open a User Profile
  2. Select Assign Role
  3. Select Create New Role
  4. Continue from Step 4 above.


Check out a quick video below for a step-by-step instructions on custom role creation! 

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