Add Custom User Roles

To add new custom user roles,

  1.  Log in to the Admin Console.

  2.  At the the bottom of the left side panel click the Settings icon. The System Settings page opens.

system settings nav

  3.  In the System Settings page, select the Roles tab. A page listing all the default user roles opens.

add custom role

  4.  Click Add Role. The Add New Role screen opens.

  5.  Define the following details for a new role:

  • Role Name: Provide a unique descriptive name of a user role you are about to create.
  • Role Description: When defining a new user role, it is important to clearly outline the access and permissions that the user will have. For example, when creating a "Publisher" role, consider that this user will be responsible for testing, and publishing Workflows, Frames, and all assigned instructional content.
  • Permissions: Concerning the user role and expected scope of access, define permissions for this type of user. Each system entity (Dashboard, Analytics, Toolset, etc.) has its own set of access options ranging from None to View and Modify, etc. For more information, see Permissions.