- Note: Custom user role is a Elite feature. Please contact your Account Manager if you do not see this option.
- At top right, click Settings
- Under Account settings, select User Administration
- Click User roles
- Click Create custom role
- Fill in Role name, Description, and select Permissions
- Note: Role descriptions will be added in invitation emails
- Note: "View participant data" and "view volunteer data" permissions are basic permissions that other permissions depend on; it is recommended that you grant these permissions to users
- Click Save
If you would like to know how to invite new users, please proceed to our help article Send New User Invite.