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Custom Roles

Manage user permissions with custom roles, giving you full control over what each user can access and do within your account

Available to Enterprise customers only
 
Easily manage user permissions in your account with custom roles. By assigning tailored roles to different teams or job functions, you can maintain control, reduce the risk of errors, and ensure your users can only do what they're permitted to do, while still giving them everything they need to work efficiently.
 

When defining a role, consider the specific tasks that the user needs to perform and discuss your requirements with your Customer Success Manager so they can advise which permissions are needed.

Custom Roles in 3 Steps

  1. Meet with your Customer Success Manager to discuss your required role permissions.
  2. Your custom roles will then be set up by our Support team.
  3. It's then over to you! Simply log into your account and assign a role to a user.

The person responsible for managing users in your account must have the 'Manage Users' permission in their role - without it, they won't have access to the required area.

Whenever a new feature is released, we'll get in touch to see if you would like to add it to your existing custom roles.

Assigning a role

  • Log into your account.

  • Select 'My Account', followed by 'Users'.

  • Add a new user or edit an existing user.

  • Select the required role from the 'Role' drop-down list.

  • Select the 'Save' button to save your changes.

 

Please note: Child account settings take priority over custom role permissions. For example, if you disable an option such as 'Menus' in the child account settings, it will remain unavailable, even if the user’s assigned role includes that permission.