Starting at the Premier plan, admins can create custom roles. Watch the tutorial below or follow the steps outlined in the guide.
- Navigate to Manage > Roles > select Create new role.
- Enter the name of the role + a description, then Save changes. Or copy an existing role to build off of, then Save & edit.
- Click into the role you've just created and Assign role to groups or to a member.
If you're using SCIM, you'll want to Assign the Role to a group after pushing users from your active directory.
- Assign groups to the role, then Save changes.
Edit or remove a custom role
To edit the name or description of a custom role or to delete a role, navigate to Manage > Roles > select the check box next to the role > select the pencil icon to edit or the trash icon to delete the role.
If you need to edit the permissions for a custom role, click on the role to be directed to the permissions page.
Grant or restrict permissions to Robin features for users and groups within set roles.