How to create a new user role

A role decides which parts of the dashboard a user can open. Create your own role when a team member needs some features but not the whole dashboard, for example someone who only works with contacts. Only admins can create and assign roles, because only admins see User management.

Create a role

1. Click the gear icon at the top right of the dashboard to open Settings, then click User management under Management.
2. Scroll down to the Roles section and click Create role.
3. Fill in a Name for the role and click Create.
4. Open the role with Manage role. Under Permissions, tick the features users with this role can access. Each one has a short description of what it covers.
5. Click Submit to save the permissions.

The admin role has full access and can't be changed, so it has no permissions to tick.

Give the role to a user

• A new user: pick the role under Role when you invite them. See Inviting a user to your dashboard.
• An existing user: in the Users section, click Manage user. Under Role, click Edit role, pick the new role and click Save changes.

The role's own page lists every user who has it under Users.

Rename or delete a role

On the role's page, click Edit details to change its name, then Save changes. To remove the role, click Delete under Danger zone, then Delete role to confirm.