Creating custom roles

Supported Plans

  • Basic
  • Pro
  • Premier

 

Starting at the Premier plan, admins can create custom roles.

1
Navigate to ManageRoles and select Create new role.

Create_new_role__1_.png

2
Enter the name of the role and a description, then Save changesOr Copy an existing role to build off of, then Save & edit.

_create_custom_role_copy.png

3
Click into the role you've just created and Assign role to groups or to a member. 

assign_custom_role.png

 

Using SCIM?

If you're using SCIM, you'll want to Assign the Role to a group after pushing users from your active directory.

4
Assign groups to the role, then Save changes.

Add_Groups.png 

 

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.

edit_delete_custom_role.png

Next up

Grant or restrict permissions to Robin features for users and groups within set roles.

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