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, workflows/campaigns/experiments, user profiles and base templates.
This document describes how to create custom roles.
NOTE
For an overview of custom roles and the permissions they can contain, read Account Roles and Permissions
Table of contents
View, creating, and modifying custom roles
To create or modify a custom role:
Log in to Iterable with a user that has the Manage Roles org permission.
Navigate to Settings > Roles.
To create a new project role, click New Role. To modify an existing role, click its title.
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Select permissions as necessary.
If there's a role similar to the new role (or the role being updated), use the Pre-Populate drop-down menu as a quick way to select permissions for the new role.
Click Save Role.
It is not currently possible to delete custom roles. However, they can be renamed, modified and reused.
IMPORTANT
If you modify a custom role, users who already have that role will receive its updated set of permissions.
Assigning roles
To learn how to assign roles to team members, read Creating and Managing Member Accounts.
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