In this article you'll learn how to create a custom role with specific permissions. With custom roles, you can choose what different users can access on the Dashboard giving you more flexibility.
It's quick and easy to create custom user roles within the Dashboard. Let's dive in 👇
Please note: Only Super admins can create custom roles. Find out about default user roles here 👈
How to create a custom user role
Log in to your Tended Dashboard.
Click on the "Users" tab at the top of the screen, then click "Roles" at the top of the screen
Click "Create custom role" on the right
A modal will pop up. Click in the "Role name" box and type what you'd like the role to be called
Click in the "Role description" box and type in the purpose of this new custom role
Click "Create role" when you're done
How to change permissions for a custom user role
Log in to your Tended Dashboard
Click on the "Users" tab at the top of the screen, then click "Roles"
Use the horizontal scroll bar or the arrows to scroll and find the custom role you want to add permissions
Click "Edit permissions and users"
You will now be on a page where you can view all permissions. Scroll or use the search bar to find the correct permissions and click the toggle to add them
Once you click the permissions, the toggle will turn green. Changes will automatically save
From the top of this page click the pencil icon to edit the name and description of this custom role or click the bin icon to delete the custom role completely
Any questions or issues?
We're here to help! Simply pop us an email at support@tended.co.uk, WhatsApp us on +44 (0) 7713682625 or chat with us via the help button at the corner of this page or within the Dashboard 😊