To create your own role to assign to users, click on your initials in the top right of the platform and press 'my account', then go into the 'roles' area located in the 'Users and Roles' tab of the the menu bar:


Now you will see the available roles, to create your own click 'Add new role' and give a title to you new role by typing in the role name field.. The next step is to chose what permissions you want to set for this role, you will see a number of tiles with ares of the platform. For each one there is a drop down with three options.


No Access - The user will have no access to this area, it will be greyed out.

Viewer - The user can view this area/feature but not edit or delete anything in this area.

Editor - The user has full unrestricted access to this area (edit & delete).


There is also the 'Obligations' tab in which you can force users to tag certain aspects of the platform if required. for more information on tags, please see our tagging guides.


Once you have customised your custom role, click 'Save' at the bottom of the page to create the role:


You have now created a role which you can start assigning to users within your account. This role can be amended at any stage by clicking the 'View' eye icon on the custom role, then clicking the 'Edit' button which will take you back into the custom role editor.