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Create a custom user role

This article applies to:CertCapture

Create a custom user role if none of the built-in user roles meet your needs. You must be an Admin User to create a custom user role.

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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.
  6. Assign the custom user role to a user:
    1. Go to Settings > Account Settings > Manage Users.
    2. Find your user in the list and select Assign Companies in the Actions column.
    3. Check the companies your user should have access to.
    4. Select the user role for each company.
    5. Select the Update Company Assignments button to save your changes.
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