Creating new User Roles

If the standard user roles supplied in Elucidat do not fit your needs, create custom roles to better suit your business structure. 


Adding a new User Role

1. Go to the Team tab and select the User Roles page.

2. To add a new user role, select Add New Role:


3. By default, the name of the new role is ‘New User Role’ - click that name and rename it to your preferred new role name:


4. Then select all the sections of the app you’d like this role to have permissions for. Each permission has a brief explanation next to it. Once you’ve selected all relevant permissions, select the Add User Role (or Save) button at the top of the page to save the changes:



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