Custom roles are groups of permissions specific to an Iterable organization, tailored to the various types of contributors who will access its projects.
These roles impact how team members can work with an Iterable project's message channels, snippets, segmentation and lists, configuration, catalogs, reports, journeys/campaigns/experiments, user profiles and base templates.
Keep reading to learn how to create a new custom role.
For an overview of roles and the permissions they can contain, including default roles, read Roles and Permissions.
In this article
Viewing and creating custom roles
Members with the Manage Roles org permission can view, create, and edit roles.
To view all existing roles, and go to Settings > Roles.
To see the selected permissions for an existing role, hover over the count in the Permissions column.
To create a new role:
Click New Role.
Add a name for the new role.
(Optional) To start with an existing permission set, choose from the dropdown underneath Copy Permissions From...
Click Create Role
Select permissions as necessary.
Click Save role.
Any member with the Manage Roles org permission can edit the name of an existing role and its assigned permissions.
It's not currently possible to delete custom roles. However, they can be renamed, modified, and reused.
When you modify a custom role, users who already have that role receive its updated set of permissions.
To edit a role, go to Settings > Roles and click the name of the role you wish to change. To edit the role's name, click the pencil icon next to it, type in the new name, and click Save Role. To update permissions, check and uncheck permissions as needed. Click Save Role to complete your changes.
Remember to save your work! Changes are not auto-saved when creating or changing a role.
If you leave the page without clicking Save Role, you'll need to start over.
If you seen a Role Permissions Could Not Be Saved error, try again.
To learn how to assign roles to team members, read Creating and Managing Member Accounts.