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Creating and managing custom roles

Create custom roles, choose their permissions, assign them to team members, and understand who can manage roles.

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Create custom roles to give team members a tailored set of permissions. Only members assigned the Administrator system role directly can manage team members and custom roles.

Open the Roles tab

  1. Open the Team page.
  2. Select the Roles tab. The Members tab is where you manage users; see team management for that workflow.

The Roles tab lists the four system roles by default:

  • Usher
  • Cashier
  • Moderator
  • Administrator

System roles are preserved and cannot be modified. You can view their permissions, but you cannot edit or delete them.

For an explanation of the available permissions and the access they provide, see roles and permissions.

Add a custom role

  1. On the Roles tab, click in the top-right corner.
  2. In the popbox, enter the name of the new role.
  3. Optionally, select a system role in the Start from dropdown. This automatically checks that system role's permissions.
  4. Check or uncheck individual permissions to adjust the role.
  5. Click Save.

The custom role is added to the Roles tab.

Edit a custom role

Custom roles have an button and a Delete button.

  1. Click for the custom role.
  2. In the popbox, change the role name or check and uncheck its permissions.
  3. Click Save.

View a system role

System roles have only a button.

  1. Click for a system role.
  2. Review its permissions in the popbox.

All inputs, including the permission checkboxes, are disabled. This view is read-only.

Delete a custom role

Click Delete for the custom role you want to remove. System roles cannot be deleted.

Assign a custom role to a team member

After you create one or more custom roles, they appear in the member's role dropdown. You can select a custom role when adding a team member or changing an existing member's role. Follow the team management steps to add a member or update their role.

Administrator-only access

Only the Administrator system role can manage team members and custom roles. A custom role created from the Administrator system role does not inherit this ability, even when its permissions are based on that role. The Administrator system role must be assigned directly.