Creating a new user-role in the Admin Dashboard
  • 30 Jul 2023
  • 1 Minute to read
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Creating a new user-role in the Admin Dashboard

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Article Summary

This article will demonstrate how to create a new user role in the Admin Dashboard.

Note: User roles are user groups that allow for the management of your data control strategy.

Step 1: Log in to the Admin Dashboard and select Settings>User Roles.

Step 2: Select Add New User Role.

Step 3: Configure the settings as you desire and select Assign Users.

Step 4: Enter the name of the user role and choose the users to assign.

Step 5: Select Ok.  The users will be added and the settings you configured will be saved.

 Please note to edit an existing user role, click the "action" icon denoted by three vertical dots next to the desired user role and select edit.

Duplicating a user role

Administrators can duplicate an existing user role to create a new one with the same permissions and settings. This duplication can save time and effort, especially when multiple roles have similar permissions and settings but with some minor differences. 

To duplicate an existing user role please follow the steps.

  • Step 1: Click the "action" icon denoted by three vertical dots next to the desired user role and select Duplicate.
  • Step 2: A dialog box appears with a text field to enter the name of the role. The word Copy will be prefixed to the name of the user role being duplicated and will be available as the default role name. Click on Duplicate.
  • Step 3: The user role should be successfully duplicated and the admin should see the below success message.




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