If one of the built-in roles doesn't meet the needs of your organisation, you can create custom roles. Custom roles allow you to assign access to specific features and reports, giving you flexibility to tailor permissions as your organisation’s requirements change. These roles are assigned to users in the same way as built-in roles and can be updated at any time.
To create a custom user role, follow these steps:
Click Admin, then click User Roles.
Under Custom Roles, click Add.
Type a role name, then and a description, if necessary.
Click Save.
Click Permissions, then select the appropriate ones for the custom role.
Click Save.
Click Reports, then add the reports the custom role requires access to.
Click Save.