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Custom Team Member Roles

Getting Started


You can create custom roles for team members on your CMS Site. This article covers how you can add custom roles and how the feature works in detail.



Add Custom Role


To learn how to add a Custom Role for a Team Member, follow the steps below:


  • Login to your Site Dashboard
  • Go to the Team Member option inside the Settings option
  • Click on the Custom Roles button on the top-right of your screen
  • Click on the + Add Role button
  • Add a name for the Role
  • Adding a description is optional;
  • Set the permissions for the role
  • Press Confirm


Refer to the GIF below to learn how to add a custom role:






Invite a member under a Custom role


To learn how to invite a team member under a custom role, refer to the GIF below:







Access and Limitations


The permission to create a custom role is available to the site owner only. The permissions and functionalities of the custom role feature are listed below:


  • The site owner can create as many as 20 roles for Team members on that site.
  • The character limit for a role name should not be less than 3 and more than 100
  • Upon selecting the Create/Update/Delete action for any custom role, the Read action is automatically selected
  • The Invite link sent to an invited Team Member is valid for 24 hours





Resources and Permissions


Resources


Resource Name

Accessible Features

Site

Custom Domain

Post

Posts

Category

Categories

Custom Collection

Collections

Design & Page

Design & Pages

Membership

Members


Permissions


Permission

Description

Read

Users can access the feature but cannot create, update or delete

Create

Users can create and read but cannot update or delete

Update

Users can update and read but cannot create or delete

Delete

Users can delete and read but cannot create or update




Related Articles



Inviting a Team Member


Team Member Roles and Permission

Updated on: 26/05/2024

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