Below are the instructions to create a role with customized permissions after log in to ACTIVEWorks Endurance.
  • Note: Custom user role is a Elite feature. Please contact your Account Manager if you do not see this option.
  1. At top right, click Settings
  2. Under Account settings, select User Administration 
  3. Click User roles
  4. Click Create custom role
  5. 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
  6. Click Save
If you would like to know how to invite new users, please proceed to our help article Send New User Invite.