When you add users to your account, you can designate separate login credentials and access permissions for each user.
In addition to built-in user permissions, you have the ability to create custom roles that can be assigned to users in your account. This article provides the steps to create custom user roles.
To Create a Custom User Role:
- Hover over your name in the top navigation bar and click Account Settings.
- Click Role Management in the sidebar.
- Click on the Add New Role button. A dialog box appears.
- Enter a name for the role.
- Enter a description of the role.
- (Optional) To copy permissions from an existing role, select the checkbox next to Copy from Existing Role, and select which built-in role you would like to copy from.
- Partner Portal: If applicable, select the checkbox to make this custom role available to all of your sub-accounts.
- Click Add.
- Make your desired adjustments to the role. You can select the permission level for each field and feature within the account.
- Note: To make bulk selections for Knowledge Graph field permissions, you can select the checkboxes in the Quick Selection box.
- To adjust permissions for each product area, click on the desired product area name.
- Once you have added all of the desired permissions, click Save.