Creating User Roles

Learn how to create new User Roles to define permission sets for your team members.

Creating a New Role

1. Navigate to Admin → User Roles
2. Click the Create Role button
3. Fill in the basic information:
   • Role Name (required) - A descriptive name like "Sales Representative"
   • Description - Explain the purpose of this role
4. Click Save to create the role

After Creating a Role

Once created, you'll be taken to the role detail page where you can configure:

• Users - Assign users to this role
• Feature Permissions - Enable admin feature access
• Collection Permissions - Configure data collection access
• Wizard Permissions - Grant access to Data Wizards

Assigning Users

In the role detail page:

1. Find the Users field
2. Search for and select users to assign
3. Note: Team Admins are excluded since they already have full access

Best Practices

• Start restrictive - Begin with minimal permissions, add more as needed
• Use descriptive names - Future you will thank you
• Document purpose - Use the description field to explain the role
• Group by function - Create roles based on job responsibilities, not individuals