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.
