This article provides steps to create custom administrator roles.

• Custom Roles
• Resource Sets

Follow the steps for the video below:


 

Part 1: Create the Custom Role

1. Sign in to the Admin Dashboard.

2. Navigate to Security > Administrators.

3. Select the Roles tab.

4. Click Create new role.

5. Enter a Name and Description for the role.

6. Select the permissions for the role.

7. Click Save role.

Part 2: Create Resource Set

• A resource set must be created before assigning the custom role. For instructions, refer to the Create a resource set documentation. 

Part 3: Assign the Custom Role

1. Navigate to the Administrators page (Security > Administrators).

2. Select the Admins tab.

3. Click Add Administrator.

4. Select the administrator to whom the role applies.

5. From the Role dropdown menu, select the new custom role.

6. From the Resource Set dropdown menu, select the new resource set.

7. Click Save Changes.

NOTE: The extent of the granularity of administrator permissions and roles is limited to the options available in the user interface. It cannot be further changed or split to be more granular. For more information about role permissions and best practices, refer to the product documentation.

Related References

• About role permissions
• Best practices for creating a custom role assignment
• Create a resource set