Editing and adding User Roles

Editing and adding User Roles


Quick Tricks: To edit the User Roles click into Organizations, click into the specific named organization, scroll down to User Roles and then either Edit an existing role or Add User Role.  

User Roles determine which parts of the platform users can access.  Although you will have some basic roles with your first Admin account, these can be customised to meet your requirements.  If a user has access to that area they will be able to use all the functionality within it. User Roles are set within the Organizations area and are controlled at each Organization level.


Step 1

Click into Organizations














Step 2

Click into the specific Organization you are amending the User Roles in.

Step 3

Scroll down the page until you see User Roles


Step 4

Click either Edit Role or Add User Role.  Add or update the User Role name as required then click Update Role.

Step 5 

Check the boxes that correspond to the areas you want the Users with this Role to have access to.  Click Next, then click Done.


Any user within the Organization that has the edited User Role assigned will notice a change in their left pane.  User Roles within Child or Parent organisations will not be affected.

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