Settings > Account > Custom Roles
What are they used for:
Custom Roles allow you to set what features are available to your colleagues. Examples of these would be an "Admin" person and an "Agent" individual. The Admin person would be allowed rights to amend any Settings, view & amend Reports, override certain elements, etc. The Agent individual would be denied access to some / all of those of the Admin.
Creating a Custom Role - Admin:
- Name the Custom Role
- Click on "Allow" and the full list below appears:
- The features are then listed in sections
- Each Feature has an "i" next to it which when hovered over, explains further the feature
- Check all the boxes required for the role so the turn green
- "Select all" can be chosen for each section
Image link - Choose what you would like to deny (used more for create "Agent roles")
Image link - Choose the Users you wish to assign to the Custom Role
Adding a Custom Role in the Users Section:
To quickly add/remove Custom Roles from a Users, in Settings > Account > User, select the User and add/remove the Custom Role(s)
