Add a role

A role is a named bundle of permissions. You add roles under Admin Portal → Other → Roles. When you add or change a user, you pick which role they use.

Open Roles

1. Sign in to Admin Portal.
2. In the sidebar, under Other, choose Roles.

You see a table of existing roles with Name, Description, and Users (how many people use that role). Use Search by name if the list is long.

Start a new role

1. Click + Create.
2. Enter Name * (required). You can add an optional Description to help other admins understand what the role is for. See Role identification for field limits.
3. Scroll through each permission group (for example Admin) and turn on only what this job needs. Details for each checkbox are in the permission reference.
4. Click Submit.

New roles start with no permissions until you select them—so you only open the areas people really need.

Related

• Change a role
• Remove a role
• Roles & Permissions overview