Skip to main content
Avalara Help Center

Create a custom user role

This article applies to:CertCapture

Create a custom user roles if none of the built-in user roles meet your needs.

Tip icon

Custom user roles can't be set as a user's default role. They must be assigned per company. This prevents permission issues if a user is added to another account where that custom user role doesn't exist.

Steps

  1. In CertCapture, go to Settings > Account Settings > User Roles.
  2. Select Add New User Role.
  3. Add a Name and Description for your new role.
    The Base Role determines the initial permission set this role should have. You can modify the permissions further in the following steps.
  4. Select Create Role.
  5. Select a permission section to expand it, and use the checkboxes to change permissions.

After you've created a custom user role, assign it to users.

  • Was this article helpful?