Create a custom role when the four built-in roles do not match your team’s job functions.

Admin-Side Feature

Limits #

You can have up to 50 custom roles in addition to the 4 built-in roles.

Steps #

• (‘ol’, ‘Go to DMSI DDLS > Team > Roles.’)

• (‘ol’, ‘Click Add New Role.’)

• (‘ol’, ‘Enter a Role Name (required). This is the display name your staff see. Example: “Billing Specialist”.’)

• (‘ol’, ‘The Slug is generated automatically from the name. It cannot be changed after saving.’)

• (‘ol’, ‘In the Permissions section, check each capability this role should have.’)
• Review the Permission Matrix for a description of each capability.
• Remember that delete implies manage, which implies view.

• (‘ol’, ‘Click Save Role.’)

Choosing the Right Permissions #

When deciding which permissions to grant:

• Grant the minimum permissions needed for the job function. This is called least-privilege access.
• Ask: “What does this person need to do?” then grant only those capabilities.
• You can always edit the role later to add or remove capabilities.

Role Name Rules #

• Must be unique (no two roles can share the same name)
• Cannot use the names of the 4 built-in roles (Admin, Manager, Support, View-Only)
• Maximum 100 characters