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.
As standard, only Admins can create a Custom 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
- Create, Edit and Delete Process Maps
- Invite New Users
- Manage Data Capture
- Manage Homepage
- Rename Tenant
Admins can create roles with no permissions or features for security purposes.
- 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 your custom role click on the button next to the role in the Actions column and select the Edit option from the dropdown.
