Skip to main content

How do I create, edit or delete a custom role?

Build a custom admin role when the five defaults do not fit, then edit or delete it later.

For: Owners

Make a custom role when the five default roles do not fit. You can edit or delete it later.

Steps

  1. Open Roles & Permissions. Go to Settings, then Roles & Permissions.

  2. Click + Create role.

  3. Name the role. Enter a Role Name. A description is optional.

  4. Set the access. You can pick a default role as a starting point. Then change the access for each tab.

  5. Click Create role. The new role shows in the sidebar of the page.

How do I edit or delete a custom role?

  1. Select the role. Click it in the sidebar. Click the pencil icon.

  2. Edit or delete. Change the name, description or access. Or click Delete Role to remove it.

Good to know


Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.

Did this answer your question?