Use roles to specify which permissions a user has.
Prerequisites
Before you create a new role, read the following information to better understand roles and access levels:
Administrator: Administrators can access all locations by default.
View: The role has read-only access to a feature. Users can see the information, but they can't make any changes.
Edit: The role can view and edit the feature. This includes adding, deleting, or updating any items or settings.
Hide: The role has no access and can't see the feature.
Add a new role
To add a new role, perform the following steps:
Click Users & Roles in the sidebar.
Click Add new in the header.
Select Add role.
Under General role settings, specify the following details:
Role name: Enter a name for the role.
Role description: Enter a description of the role.
Set the role functions in the following way:
View: Users with this role can only view.
Edit: Users with this role can edit.
Hide: Users with this role can't view.
Click on each feature on the left side and select the access level you want to assign to the role.
When you’re done, click Save to save the new role.
Note
The new role is added as a new tab.
Example: Permissions for a marketing role
When creating a role for a Marketing Coordinator, you can tailor their access to match their responsibilities. Here's how you might configure their permissions:
Media Library: Edit – They can add, update, and delete media files.
Broadcasts: View – They can see scheduled broadcasts but cannot make changes.
Settings: Hide – They don’t need access to system settings; that’s for administrators.
This setup ensures the marketing coordinator has the tools they need without access to areas outside their role.