User Roles
You have the option to customize user roles for your incubator. There are pre-defined user roles with predefined permissions. You can create customized roles to suit your needs by copying and editing the permissions of predefined roles. Take note, that the admin, admin coach, coach, staff, and sub-admin roles will affect the pricing plan.
Create a New Role and you'll see all the permissions you can enable or disable based on the Incubator role(s) template(s) you select by moving the toggle switch.
In the profile visibility settings, you can set permissions on which roles in the community can see the customized role.
Where to Manage and Customize User Roles
Click on the Menu icon on the top left of the page, click on General Settings, and click on User Role Settings.
Step-by-Step Actions
STEP 1: Click on the Menu icon and click on General Settings.
STEP 2: Click on User Roles settings (from the left panel or the general settings page).
STEP 3: Click on the New Role button to add a new Custom Role.
STEP 4: Add the Custom Role name, description and select the default role permissions (this will show the incubator role options).
STEP 5: Move the toggle to manage permissions for the Custom Role. If the toggle is blue, it indicates the permission is enabled, while a grey toggle signifies that it is disabled.
Tips & Best Practices
Use the search bar for quick permission finding and collapse categories for an easier search.
Related Articles
- Inviting users
- Application Funnels
- User profiles