How do I create or edit a Role?

DESCRIPTION

Roles are located in your Settings dashboard. Settings > Roles.

All accounts include 5 system Roles: All Access Pass, Designer, Marketer, SysAdmin, View User

HOW-TO

Create a custom Role-

1. Right click on a listed Role (system or custom)
2. Select 'copy'
3. Name the new Role
4. Click on the new role listed, or right click on new role listed and select 'edit'
5. Select all applicable permissions from each dashboard
6. Click Save

Edit an existing Role-

1. Right click on listed Role and select 'edit'
2. Select all applicable permissions
3. Click 'save'

NOTES

1. System Roles cannot be edited.
2. Administrators with SITE access only may edit or create roles for an account. 
3. If you are unsure about who the SITE administrators is for your account, contact your Delivra Client Success Manager.