Roles in the HCMS are used to define permissions for Groups, Clients, and Workflows. This article will show you how to create a new custom Role. As soon as the custom role is saved, it can be found in dropdowns in:
Group and Client dropdowns in Permission Sets
Important Note
In order for the custom role to function properly, you will need to add it to an existing workflow or create a new workflow for the role.
Create a Custom Role
Who can use this feature?
Owner
Navigate to Settings and then select Roles
At the bottom of the Roles screen, add your role name to the text box
Click the Add Role button
Click the gear icon next to your new role and add permissions for the role by typing in the box and selecting the + button
Note:
All roles will need to have the common permission which gives access to the HCMS App. The Content Types listed will be specific to your HCMS app. Learn more about the available permissions by viewing our Permissions for Roles article.
Once all of the applicable permissions have been added, click the Save button
You will also need to create a workflow for the role or add the role to an existing workflow
Remove a Custom Role
Important Notes
Default Roles (Author, Developer, Owner, Publisher, Reader) cannot be removed
When you remove the role, you remove all permissions associated with that custom role
Navigate to Settings and then select the Roles menu option
Click the Delete (trash can) icon next to the Role you want to remove
Click the Yes button in the pop-up that asks, Do you really want to delete the role?
