Add a new role

Learn how to add a new role to your team and effectively delegate responsibilities for improved productivity and successful project management.

 

In this article, you’ll learn how to create a new role on the platform and customize the rights assigned to it.

To access the "User rights" section:

1️⃣ Click on your profile icon in the top-right corner of the screen.

2️⃣ Go to Admin.

3️⃣ From there, select the "User rights" option.
 

 

 

How to create a new role

In the "User Rights" section, you can define and modify the permissions assigned to users. This is also where you can view the rights granted to Admins and Super Admins (though these cannot be edited). The settings in this section are part of the Super Admin Console, which is shared across all Super Admins. Any changes made here will apply universally and update for all Super Admins.

The key distinction between Admins and Super Admins is that Super Admins have access to this console, including User RightsSecurityMembers, and Analytics.

 

To create a new role:

1️⃣ Click on "+ Add Role" at the top left of your console. A new column will automatically appear next to the "User" column.

2️⃣ Edit the role's title by clicking the edit button next to the default name ("Contributor") and entering the new title.

3️⃣ Confirm your changes by clicking the checkmark button.

4️⃣ Check the boxes corresponding to the rights you want to assign to this role.

5️⃣ You can also set this new role as the default for new members joining the platform (instead of "User").

6️⃣ Don’t forget to save your changes.

🗑️ To delete the role, click the trash icon next to its title, and save.

 

🪄 From now on, all users with the "Contributor" role will only have access to the rights you’ve configured. You can update someone's role in the "Members" section of the Super Admin Console. For details, refer to the "Manage members' roles" article.