Create & Manage Roles

This article will show you how to create new Roles within your system or edit existing roles. Once created, roles can be assigned to admin users.

Important Note 

Do not delete existing roles. See a list of default roles.

Create a New Role

Instructions

1. Sign in to your site
2. Navigate to Manage Roles
   
   
3. Click the blue plus sign 
   
4. Create a Role Name
   
   
5. Select the Default Alert Form
   
   
   Note: This will be the default form this role will access under Send Alert and Send Poll.
6. Select the Default Poll Form 
   
   
7. Select Permissions 
   
   
8. Click Apply
   
   
9. You can now assign the role to admin users

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Edit an Existing Role

This article will show you how to edit an existing role. Roles dictate what permissions people have within the system. 

Instructions

1. Sign in to your site
2. Navigate to Manage Roles
   
   
3. Select the Role you want to edit
   
4. Edit the role as needed
   
   • Role Name: A short, descriptive name for the role
   • Default Alert Form: The default form that this role will access under Send Alert
   • Default Poll Form: The default form that this role will access under Send Poll
   • Permissions: The items the role should have access to
5. Click Apply at the bottom of the page
   
   

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Resources

• Assign a Role