Creating a Custom Role

Created by Jenna Numann, Modified on Tue, 11 Jun, 2024 at 11:48 AM by Amanda Hall

TABLE OF CONTENTS


A system admin can create a custom role to give a user unique permissions. For example, if a content creator also needs permissions to create micro credential templates, a system admin can create and assign a custom role that includes those permissions. 


Create a Custom Role


Step 1: 

  • Select 'Admin' from the left navigation bar and choose 'System Management' along the top.   

Step 2: 

  • Select ‘+ Create Custom Role’ and create a name for the role.  

Step 3: 

  • Apply permissions of specific roles if necessary. 
    • Tip: Select the specific role that the user will most closely resemble, the permissions of that role will automatically be selected then you can add or remove permissions as needed. 
  • Select other permissions based on specific needs by using the drop down table options. 

Step 4: 

  • Once all necessary permissions have been selected for the role select 'Create Role' and assign the user. 


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