Create a custom role

Create a custom role, such as "Manager", "Employee" or "Intern", to give the same permissions to many people at once. You give the role to people or groups, and then add permissions to the role. You then manage permissions for the role, not for each person.

Create the role

Only admins see Roles in the menu.

1. Go to Manage > Roles.

2. Select Create new role.

3. Enter a Role name and, if you want, a Role description.

4. To start from another role's permissions, choose a role under Copy an existing role. The new role gets the same permissions as that role.

5. Select Save changes, or select Save and edit to open the role's page.

Give the role to groups or members

After you create the role, give it to the groups or people who need it.

1. On the Roles page, select the name of the role.

2. Select the People tab or the Groups tab.

3. In the Add people… or Add groups… field, search for a person or group and select them. Robin saves each one at once. To take back an add, select Undo in the message within 10 seconds.

If you use SCIM

If you use SCIM, give the role to a group after you push users from your directory.

Edit or delete a custom role

You can change the name and description of a custom role, or delete it. You cannot edit or delete the default roles here.

To change the name or description:

1. Go to Manage > Roles and select the name of the role.
2. Select Edit. You see the Edit role panel.
3. Change the Role name or Role description, then select Save changes.

To open the same panel from the Roles page, select the pencil icon in the role's row.

To delete a custom role:

1. Go to Manage > Roles and select the name of the role.
2. Select Edit, then select Delete.
3. Type the role name to confirm, then select Delete. People and groups with the role lose its permissions.

To delete many custom roles at once, select the check box next to each role on the Roles page, then select Delete in the bar above the list. Type DELETE to confirm, then select Yes, delete.

To change the permissions of a custom role, select the name of the role. You see the role's page, on the Permissions tab.

Next, give the role access to Robin features. See Add permissions to a role.