Set Up a Custom Role

Custom Roles are set-up 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.

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 custom role.

Screenshot 2021-09-30 at 12.40.28

Any User can be assigned to a custom role 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. 

 Setting up 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.
  • You can also get to the Roles & Users page by clicking onto the person icon in the top-right of your screen and selecting Roles & Users from the dropdown menu.
  • Under the built-in roles section, click the +Add New Role button.
    Untitled design - 2021-09-30T152008.604
  • Type the new of the bespoke role that you are adding in the Role Name box.

    Screenshot 2021-08-03 at 17.27.54
  • Check the relevant boxes to give the new role the appropriate permissions or Features:
    • Feedback moderation - assign an owner and to edit the content of an Input.
    • Invite new users - invite anyone to the crowd via email or the join link.
    • Manage external submissions - share and modify the external submission link.
    • Manage lifecycles - add, delete and edit Lifecycles and Stages.
    • Manage topics -  add, delete and rename Topics.
  • Click the Add button to finish the set up.

Untitled design (87)

  • Once you have set up your Custom Role it will appear under the Your Roles section and you can add users to it from here.

    Screenshot 2021-10-01 at 15.52.06