Creating and Updating Custom Roles

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.

# 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:

1. Click New Role.

2. Add a name for the new role.

3. (Optional) To start with an existing permission set, choose from the dropdown underneath Copy Permissions From...

4. Click Create Role

5. Select permissions as necessary.

   

6. Click Save role.

# Updating roles

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.

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.

# Assigning roles

To learn how to assign roles to team members, read Creating and Managing Member Accounts.

# Further reading

• Roles and Permissions
• Creating and Managing Member Accounts