Custom user roles allow you to control what different users can see and do within your account. This feature helps you delegate responsibilities while maintaining appropriate access levels.
User roles define two types of permissions for different sections in your account:
- View Access: Users can see and browse the section
- Edit Access: Users can create, modify, and manage content in the section
Available Permission Sections
You may control permissions for the following areas - each represents a section accessible from the sidebar menu:
- Overview
- Subscriptions
- Templates
- Group Billing
- Invoices
- Customers
- Customer Messaging
- Custom IDs
- Products
- Item Sets
- Reports
- Business Settings
- Custom Forms
- Promo Codes
- Referral Programs
Create New User Role
- Navigate to Settings → Business → Account Users tab
Click Manage Roles
*Note that there are two built-in roles "Account Owner" and "Staff" which cannot be edited or changed through this interface. Use this page to create additional, custom roles.
- Click +Create New User Role
- Enter a Role Name (e.g., "Reports Access", "Content Manager")
- Set permissions for each section, click individually to toggle access for each individual section or use the Enable All / Disable All links to quickly toggle all.
- Click Create New Role to save
Edit an Existing Role
- From the User Roles page, click Edit Role next to any existing role
- Modify the role name or permissions as needed
- Click Update Role to save changes
Delete a User Role
- Click the Delete link next to the role
- If the role is not currently assigned to any users, you will be able to proceed
- Confirm the deletion
Additional Information
- Changes to user roles take effect immediately for all users assigned to that role
- Users will only see navigation menu items they have view access to
- Edit permissions automatically include view permissions for that section