How to update or create a user role

Follow these instructions:

1. Click on the Admin icon in the navigation bar on the left.
2. Click on the Users tab on the left.
3. Click the edit icon (pencil) on the user you'd like to update.
4. Select the user Role from the dropdown.
5. Make the necessary adjustments and click the Update Account button at the bottom.

How to create a custom role:

1. Click on the Admin icon in the navigation bar on the left.
2. Click on the Settings & Preferences tab on the left.
3. Select Roles and Permissions > Add or edit Roles and Permissions.
4. Select - ADD NEW ROLE - from the dropdown.
5. Enter a Role Name, and select your desired permissions.
6. Click Save Permissions. Your custom role will now appear as an option under the Role dropdown.

If you'd like to adjust the user permissions for a role specifically, click here to learn how.