If you understand what a role is, we can now dive into creating custom roles.
The following steps will explain the Roles interface(/screen) and how to access it from your dashboard;
- Go to your dashboard and select Roles under the Teams tab from the left menu panel.
- This is how the Roles interface looks in Rocketium's campaign window.
For now, we have three predefined roles viz, Marketing, Admin, Designer. - The left section, viz Roles, has lists of all roles in your system.
- The right-hand side section lists all the accessible features available inside Rocketium's design ecosystem. These features can be customized for different 'roles' based on their relevance to the position.
Add a New Role
Follow these easy steps to create a custom role;
- Click on Add new role from the top right corner.
- After that, the system will add a new role with the name New Role. You can change this name by clicking over the current term (i.e., New Role). (Let's create a new role named Social media manager)
- You can choose what feature(s) a specific role can or can not access from the right-hand section.
For instance, the feature to 'Manage users and roles across workspace' is irrelevant to a social media manager; hence it is opted out -- Remember, these features are customizable, and you as an Admin can allow (or disallow) these features according to your brand strategy.
Tip: More on permissions and features access are explained in this article.