How to Create a Custom Role

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 for your project. This article will help you create a custom role from scratch the right way.

Creating a Custom Role

To create a custom role, go to Roles in the account level menu.

From there, click the Add new role button.

A field for your new role will appear. Give it a name and a description, then click the save icon.

You've successfully created a new role! But right now, it doesn't do anything. You need to give it permissions first. All you need to know about permissions are discussed in this article, so go ahead and take a look at that if you haven't yet.

Assuming you've already given the correct permissions you want for your new role, it's time for the next step: assigning this role to a user.

Assign the Custom Role to a User

To assign a custom role to a user, go to Users in the account-level menu.

From there, find the user you want to assign the custom role to, then:

  1. Click the corresponding edit user data button. A window containing the user's profile data will appear.
  2. Under role dropdown, select your new custom role.
  3. Click save and you're done!

Your custom role is all set up, but it's not yet fully ready. There's one last step you need to do.

Assign the Custom Role to a Workflow

You've created your custom role and assigned it to a user. But something is wrong.

Based on the permissions you've given it, it should be able to claim a task or edit a task once it reaches a certain workflow. But why can't the user with your brand new custom role claim a task or edit an assignment?

The reason behind this, even if you gave the correct permissions, is because your custom role is not assigned to a workflow status. See "Why can't I assign a user to a task?" to fix this problem.