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

1. Sign in to your site

2. Navigate to Manage Roles

3. Click the Add Role button

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

Duplicate a Role

1. Sign in to your site

2. Navigate to Manage Roles
   

3. Click the Duplicate icon next to the role you wish to copy
   

4. Edit the Role Name, as needed
   

5. Click Create to save an exact copy of the existing role, or click Customize to make changes to the copied role before saving
   

6. If you selected Customize, Edit the role fields
   

7. Click Apply to save
   

Edit an Existing Role

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

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