--- title: Assigning Roles description: Roles are assigned by Process Owners in the 'Roles & Users' menu option. --- [Skip to content](https://knowledge.triaster.co.uk/assigning-roles#main-content) [Contact Support](https://knowledge.triaster.co.uk/kb-tickets/new) [![triaster-logo-hex.svg\]](https://knowledge.triaster.co.uk/hubfs/TRIASTER/img/triaster-logo-hex.svg)](https://www.triaster.co.uk/) - [Knowledge Base Home](https://knowledge.triaster.co.uk/) Open main navigation Close main navigation - [Knowledge Base Home](https://knowledge.triaster.co.uk/) - [Contact Support](https://knowledge.triaster.co.uk/kb-tickets/new) Welcome. How can we help you? - There are no suggestions because the search field is empty. 1. [Triaster Knowledge Base](https://knowledge.triaster.co.uk/) 2. [Process Execution Pack - Ask The Crowd](https://knowledge.triaster.co.uk/process-execution-pack-ask-the-crowd) 3. [Implementing](https://knowledge.triaster.co.uk/process-execution-pack-ask-the-crowd#implementing) # Assigning Roles ## Roles are assigned by Process Owners in the 'Roles & Users' menu option. Out of the box, there are five roles built-in to the ATC platform, each with [specific permissions](https://knowledge.triaster.co.uk/built-in-roles). These permissions cannot be changed, however new bespoke roles can also be set up, and any of the permissions or **Features** available can be granted to a bespoke role. ![Screenshot 2021-09-30 at 12.40.28](https://knowledge.triaster.co.uk/hs-fs/hubfs/Screenshot%202021-09-30%20at%2012.40.28.png?width=455&name=Screenshot%202021-09-30%20at%2012.40.28.png)When anyone sets up a crowd in ATC, they are automatically assigned the roles Process Owner, Moderator and User for that crowd. When anyone joins a crowd in ATC, they are automatically assigned the role All Crowd Members for that Crowd. Any User can be assigned the roles Core User, Moderator or Process Owner, by a Process Owner, but Core Users must first be purchased before a User has can be assigned as a Core User. Only Process Owners can set up a new role or assign the in-built roles Moderator or Process Owner to a User. - [Assigning the Core User Role to a User](https://knowledge.triaster.co.uk/assigning-roles#one) - [Assigning the Moderator Role to a User](https://knowledge.triaster.co.uk/assigning-roles#two) - [Assigning the Process Owner Role to a User](https://knowledge.triaster.co.uk/assigning-roles#three) - [Assigning a Custom Role to a User](https://knowledge.triaster.co.uk/assigning-roles#four) ### Assigning the Core User Role to a User - Click on the **Dashboard** menu option found at the top right-hand side of the screen. - Click on the **Roles & Users** menu option found on the left-hand side of the page. - In the built-in roles section, click the **Edit** button next to **Core Users**. ![Untitled design - 2021-09-30T170210.651](https://knowledge.triaster.co.uk/hs-fs/hubfs/TRIASTER/img/Knowledge%20Base/Untitled%20design%20-%202021-09-30T170210.651.png?width=688&name=Untitled%20design%20-%202021-09-30T170210.651.png) - Click on the **+Add User to Role** button. If you do not have enough Core Users purchased you must first add yourself as a Billing Contact and buy more Core Users.  ![Untitled design (9)](https://knowledge.triaster.co.uk/hs-fs/hubfs/Untitled%20design%20(9).png?width=575&name=Untitled%20design%20(9).png) - Type in the name of the User that you wish to make a Core. If they aren't a User in your crowd, you won't be able to add them, but will need to firstly [invite them to join your Crowd](https://knowledge.triaster.co.uk/invite-a-user) as a User. If they are a User their name will show as drop down - select this and click the **Add** button.  If needed, you can click the red person button to cancel the selection. ### Assigning the Moderator Role to a User A User must be a Core User before they can be assigned to the Moderator role.  ![Untitled design (81)-2](https://knowledge.triaster.co.uk/hs-fs/hubfs/TRIASTER/img/Knowledge%20Base/Untitled%20design%20(81)-2.png?width=588&name=Untitled%20design%20(81)-2.png) ![Untitled design (10)](https://knowledge.triaster.co.uk/hs-fs/hubfs/Untitled%20design%20(10).png?width=567&name=Untitled%20design%20(10).png) - Select the name of the User that you wish to make a Moderator from the dropdown list. If they aren't a Core User in your crowd you will need to [add them as a Core User](https://knowledge.triaster.co.uk/assigning-roles#four) before they appear in the list. If they are a User their name will show as drop down - select this and click the **Add** button.  ![Untitled design (83)](https://knowledge.triaster.co.uk/hs-fs/hubfs/TRIASTER/img/Knowledge%20Base/Untitled%20design%20(83).png?width=615&name=Untitled%20design%20(83).png) If needed, you can click the red person button to cancel the selection.   ### Assigning the Process Owner Role to a User A User must be a Core User before they can be assigned to the Process Owner role.  - Click on the **Dashboard** menu option found at the top right-hand side of the screen. - Click on the **Roles & Users** menu option found on the left-hand side of the page. - In the built-in roles section, click the **Edit** button next to **Process Owners**. ![Untitled design (84)-1](https://knowledge.triaster.co.uk/hs-fs/hubfs/TRIASTER/img/Knowledge%20Base/Untitled%20design%20(84)-1.png?width=588&name=Untitled%20design%20(84)-1.png) - Click on the **+Add User to Role** button. ![Untitled design (11)-1](https://knowledge.triaster.co.uk/hs-fs/hubfs/Untitled%20design%20(11)-1.png?width=567&name=Untitled%20design%20(11)-1.png) - Select the name of the User that you wish to make a Process Owner from the dropdown list. If they aren't a Core User in your crowd you will need to [add them as a Core User](https://knowledge.triaster.co.uk/assigning-roles#four) before they appear in the list. If they are a User their name will show as drop down - select this and click the **Add** button.  ![Untitled design (83)](https://knowledge.triaster.co.uk/hs-fs/hubfs/TRIASTER/img/Knowledge%20Base/Untitled%20design%20(83).png?width=615&name=Untitled%20design%20(83).png) If needed, you can click the red person button to cancel the selection. ### Adding a User to a Custom Role - Click on the **Dashboard** menu option found at the top right-hand side of the screen. - Click on the **Roles & Users** menu option found on the left-hand side of the page. - In the your roles section, click the **Edit** button next to your custom role. ![Untitled design - 2021-10-01T162923.196](https://knowledge.triaster.co.uk/hs-fs/hubfs/Untitled%20design%20-%202021-10-01T162923.196.png?width=588&name=Untitled%20design%20-%202021-10-01T162923.196.png) - Click on the **+Add User to Role** button. ![Untitled design (12)-1](https://knowledge.triaster.co.uk/hs-fs/hubfs/Untitled%20design%20(12)-1.png?width=567&name=Untitled%20design%20(12)-1.png) - Type in the name of the User that you wish to add to the custom role. If they aren't a User in your crowd, you won't be able to add them, but will need to [firstly invite them](https://knowledge.triaster.co.uk/invite-a-user) to join your Crowd as a User. If they are a User their name will show as drop down - select this and click the **Add** button. ![Untitled design (83)](https://knowledge.triaster.co.uk/hs-fs/hubfs/TRIASTER/img/Knowledge%20Base/Untitled%20design%20(83).png?width=615&name=Untitled%20design%20(83).png) If needed, you can click the red person button to cancel the selection. - [Glossary](https://knowledge.triaster.co.uk/glossary) - [Getting Started](https://knowledge.triaster.co.uk/getting-started) - [Implementing](https://knowledge.triaster.co.uk/implementing) - [Optimising](https://knowledge.triaster.co.uk/optimising) - [FAQs](https://knowledge.triaster.co.uk/faqs) - [Language Pack - Business Phrasebook](https://knowledge.triaster.co.uk/language-pack-business-phrasebook) - [Process Execution Pack - Ask The Crowd](https://knowledge.triaster.co.uk/process-execution-pack-ask-the-crowd#main-content) - [Glossary](https://knowledge.triaster.co.uk/process-execution-pack-ask-the-crowd#glossary) - [Getting Started](https://knowledge.triaster.co.uk/process-execution-pack-ask-the-crowd#getting-started) - [Implementing](https://knowledge.triaster.co.uk/process-execution-pack-ask-the-crowd#implementing) - [Optimising](https://knowledge.triaster.co.uk/process-execution-pack-ask-the-crowd#optimising) - [Process Library On-premises](https://knowledge.triaster.co.uk/process-library-on-premises) - [Process Navigator](https://knowledge.triaster.co.uk/process-navigator) - Home - Products - Pricing - Blog - Company [![triaster-logo](https://knowledge.triaster.co.uk/hubfs/TRIASTER/img/triaster-logo.svg "triaster-logo")](https://www.triaster.co.uk) Copyright © 2026, Triaster Limited