Create Custom Roles

Last Updated: April 07, 2026

You can view, assign, and copy standard roles, but you cannot edit or delete them. One quick way to create a new custom role is to create a copy of a standard role and modify it.

Copy a Role

  1. In the Admin Console, navigate to Tools then Users.
  2. In the Roles section, select a standard role.
  3. Select Copy.
  4. In the Create Role modal, complete the following:
    1. Role Name: Update the role name.
    2. Role Description: Update the role description.

    3. Permissions: Add, modify, or remove permissions by selecting or deselecting the appropriate checkboxes.

      When you select an option in the Permissions column, a description appears in the Description column.

  5. Select Save.

Create Role modal showing Role Name and Role Description fields and Permissions column.

Create a New Role

You can also create an entirely new role by doing the following:

  1. In the Admin Console, navigate to Tools then Users.
  2. In the Roles section, select Add Role.
  3. In the Create Role modal, complete the following:
    1. Role Name: Enter a name for the role.
    2. Role Description: You can enter a summary to define the purpose of the new role.

    3. Permissions: Add permissions by selecting the appropriate checkboxes. Some options expand to provide View and Modify options.

      When you select an option in the Permissions column, a description appears in the Description column.

  4. Select Save.

When you finish creating the role, it appears in the list of existing roles as a Custom role. Custom roles appear at the bottom of the Roles list.

Create Role modal showing Role Name and Role Description fields and Permissions column.