Creating Custom Roles

Learn how to create and customize Custom Roles


  1. Navigate to Settings > User Management in your left navigation pane.
  2. Select the Roles tab and click on Create Custom Role button.
Create Custom Role button
  1. Add the Basic Information for this custom role like Name (mandatory) and Description.
Basic information for a custom role
  1. You can clone the permissions of an existing role by toggling the Clone Permission button.
Clone Permissions
  1. You can also select the specific permissions you want to assign to this custom role.
List of Granular permissions
  1. Click on Add Role button.

You have successfully created a Custom Role for your organization.