Create a Custom Role

Admins can Create Custom Roles in the 'Roles' page.

There are four roles built-in to Process Library, each with specific permissions: User, Approver, Author and Admin. If the built-in roles do not reflect the roles in your organisation then Admins can create bespoke roles by granting permissions or features to this role. 

• To create a custom role click on the Roles menu option in the Admin section of the menu on the left hand side of your screen.
• Under the list of built-in roles, click the +Add A New Role button.
• Type the name of the bespoke role that you are adding into the 'Role Name' field.
  
• Check the relevant boxes to give the new role the appropriate permissions or features:
  
  • Approve Processes
  • Bulk Delete Processes
  • Bulk Modify Process Data
  • Create, Edit and Delete Process Maps
  • Invite New Users
  • Manage Data Capture
  • Manage Documents  
  • Manage Homepage 
  • Modify Live Process Maps
  • Modify Nodes
  • Rename Tenant
  • Review Processes

• Click the + Add Role button to save the role and permissions.

• Once you have set up your custom role it will appear in the list of roles.
  
  
• To update or delete your custom role click on the button next to the role in the Actions column and select the relevant option from the dropdown.