Creating a Custom Role

This feature is available on team, business and enterprise plans.
Users with the manage roles permission can access this page.

For small teams and projects, our default user roles (Admin, Editor, and Writer) should be sufficient. However, there are many scenarios where you might need a custom role. You will learn how to do that in this article.

💡Role customization is only available on Team plans and above. If you are on a starter plan and you need custom roles, you'll need to upgrade your plan.

Creating a Custom Role

To create a custom role, go to the Roles page, which you can access in the account menu under Team.

Once you're on the Roles page, find and click the Add new role button. An input field for your custom role will appear. Give it a name and a description, then click save.

Congratulations, you've just created a custom role!

But right now, it doesn't do anything. You need to give it a set of permissions first. To do that, scroll down the page until you get to the permissions section. Check the corresponding boxes for the permissions you want to give the custom role. You can learn more about EasyContent's permissions in this article.

Once you've given permissions to your custom role, it's time to assign it to a user.

Assigning a User to your Custom Role

To assign a custom role to a user, head to the Users page. You can access it in the account menu under Team.

Once you're on the page, find the user you want to assign the custom role to, then:

1. Click the corresponding Edit button under the Actions column.
2. A window containing the user's info will appear.
3. Under the role dropdown, select your custom role.
4. Click Save and you're done! The user now has the custom role and its permissions.

Your new custom role is looking good, but it's not yet quite ready. There's one last step you need to do.

Assigning the Custom Role to a Workflow Status

For a user with your new custom role to be able to work on something, the role must be responsible for a workflow status. To do that, go to your project and go to Configuration > Workflow settings.

Once you're on the page, click the edit button that matches the workflow status you want your custom role to be responsible for and click the checkbox under that role.

With that, your custom role is fully ready! Don't forget to assign this custom role to a workflow status in other projects you plan to use it on.