In this article we will take you through how to create, edit and delete a role within the platform. This will allow you to create a set of custom roles that can be applied to existing and new users.
Head into your Settings and select Users & Roles, once you're in this section select Roles and you will be able to see all of the current roles for your organisation. If you haven't previously added any roles, these will simply be the standard available roles.
On the right-hand side at the top, select + Create Role and you will now be presented with the screen shown below.
You can select whether or not you would like to start with a blank template - which will allow you to create a role without any pre-selected permissions. You can also select the existing roles if you wish to make more minor changes. n the above example, Blank has been selected. Once you have made your choice, select Next at the bottom right-hand side.
You can then select which permissions you would like this role to have. For example, I have selected only Client Side permissions and I've allowed users with this role to Assign Users and Remove Suppliers - this means that this role will be limited to those two specific actions.
How can I apply the created role to an existing user?
This can be done easily by navigating to Settings > Users & Roles and then selecting Edit on the relevant user. For example, below I will be applying the Example role created above to Peter Smith:
After selecting Edit you will be prompted with the screen below. As you can see currently Peter is set to the role of Edit. Select the drop-down as highlighted and select the relevant role from the provided list. Here I will select Example and then select Save.
You can now see all applied roles via Settings > Users & Roles as shown below:
How can I apply a custom role when adding a new user?
Head into Settings > Users & Roles then navigate to the top right-hand side and select + Add User
You can then provide the email address, first name and surname of the relevant user. Then use the drop down shown below to select the custom role. For example, I have selected the custom role of Example for this new user. You can then select add user and you will then be able to view this via Settings > Users & Roles as shown above.
How do I delete a custom role?
In order to remove a created custom role, head into Settings > Users & Roles > Roles and select the trash icon as shown below:
If you have users currently applied to this role, you will need to select an alternative role for them to be moved to following the deletion. As I have one user applied to the role of Example, I will move this user back to Edit as shown below:
You can then select Delete and this will move the applied user to the role of Edit instead of Example.
Here is a brief walkthrough on creating a custom role:
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