In Yoho, custom roles let you tailor user permissions based on how your team works. Whether you want to give someone access to only the content planner or limit their editing rights in the Ideas section, custom roles make it easy to control access.
When to use a custom role:
You want someone to view campaign plans but not edit them
You need a contractor to create ideas but not delete existing ones
You want to segment permissions across content, assets, and assignments
How to create a custom role:
Go to Settings > Admin > Roles
Click “+” (Create New Role) in the top-right
Name your role — e.g., Content Contributor, Planner Viewer
(Optional) Toggle on Admin User if you want this role to have full access (not recommended for custom limited roles)
Set specific permissions:
You’ll see permissions grouped by sections, such as:
Planner
View only or full access
Idea
View, create, edit, delete, or convert to assignments
Assignment
Similar granular controls (scroll for more)
Check only the permissions you want this role to have.
Save and assign:
Click Save once you’ve selected permissions
To assign this role, go to Settings > Admin > Users, invite a new user, and choose your new custom role from the dropdown.
You can edit or delete custom roles at any time from the Roles tab.
Notes:
Every workspace must have at least one Account Owner.
Custom roles are ideal for agencies, contractors, or cross-functional teams with different access needs.
You can update permissions at any time - changes apply immediately.