Create Admin Roles in Management Portal

Roles are a collection of Privileges granted to Admins. Create your Roles before adding admins because selecting the Role will be a part of the Admin creation process.


Creating Admin Roles allows your organization to have different types of Admins. For example, you can have an Admin who is only able to invite users, and an administrator who is only able to downloading reports. 

Before you Start

  • You need "Roles and Privileges" Privilege in your Role to perform these instructions. 

How to create a Role

You can create a role in Administrators > Roles and Privileges. 

  1. Navigate to the top-most organization that you want to receive the changes. See Navigating Organizations.
  2. Click Administrators.
    Administrators icon
  3. Click Roles and Privileges.
    Roles and Privileges tab
  4. Click + Create Role to create a new role.
    Screen with create role button in upper right

Different privileges can be assigned by checking various features under each section. 

  1. Enter the name of the role into the Role Name field. Note: When you add admins to the portal, you will assign the role based on the Role Name. 
    Role Name field *Required
  2. Select the checkbox to assign the privileges.
    Screen showing list of privilegesNote: If single or multiple checkboxes of a section are selected, the link for that section will get highlighted in the header link.

Edit Admin Role

1. Click the pencil icon to edit an Admin Role.
Screen showing Admin role with edit icon highlighted

Your custom Admin Roles are ready!

Now when you add Admin accounts, you'll be able to assign them with the Role you created that only grants them access they need to perform their function in the Management Portal. 

About this Article
  • Created: 10/18/2021 4:12 pm EDT
  • Last updated: 08/01/2023 4:59 pm EDT
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