Navigating to Manage Roles

From the Dashboard, select Settings from the left-hand navigation menu.
In the Settings side menu, select Manage Roles under User Restrictions.

The Manage Roles screen displays all roles available in your organisation, including the system roles and any custom roles you have created.

Creating a New Role

You can create a custom role from scratch or by copying an existing role. This section covers creating from scratch. To copy a role, see Copying a role below.

From the Manage Roles screen, select Add New Role.
Enter a role Name. This will be visible when assigning the role to users, so use a name that clearly reflects the role's purpose. This can be a maximum of 48 characters.
Optionally, enter a Description to provide further context for administrators. This can be a maximum of 150 characters.
Configure the permissions for the role. See Configuring permissions below.
Select Submit to create the role.

Configuring Permissions

Permissions are organised logical groups. Each group contains one or more granular permissions, and each group and granular permission can be set to one of the following access levels:

None - the user cannot access this area.
Read - the user can view but not modify.
Edit - the user can view, create, make changes and delete.
Custom - At the area group level, individual granular permissions can be configured within the group.

Using Set All

Each area includes a Set All shortcut that applies a single access level to all granular permissions within that grouping at once. You can use Set All as a starting point and then override individual permissions as needed.

Using Custom Access

Selecting Custom on a permission group or clicking on the group reveals individual permissions that can be toggled independently. Use this where you need more precise control than None, Read, or Edit provides at the group level.

Important: How Permissions Combine

Some Dashboard actions require the right combination of permissions across more than one group.
For example:

Box Office group Edit requires at least View access to the Sales Setup group which contains Sales Channels and Purchase Flows.
If either is set None, this dependency will be highlighted with a red warning triangle at the top group level, and the permission level required highlighted in red when the group is expanded.
You can continue to edit permissions, and these will be automatically set when you click Submit.
Hovering over the red triangle, and the red outlined permissions will tell you:
1. That there is a dependency, and
2. What is causing the dependency.

Copying a Role

Copying an existing role is a useful starting point when the new role is similar to one you have already configured.

From the Manage Roles screen, locate the role you want to copy.
Select the options menu for that role on the left side of the line, and choose Duplicate Role.
A new role will be created with the same permissions as the original. Update the Name and adjust permissions as needed.
Select Submit to confirm.

Editing a Role

You can update a custom role's name, description, or permissions at any time. Changes take effect immediately for all users currently assigned to that role.

From the Manage Roles screen, locate the role you want to edit.
Select the role name from the table.
Make the required changes to the name, description, or permissions.
Select Submit to confirm.

Editing affects all assigned users

Changing a role's permissions will immediately affect every user assigned to that role. Review the impact before saving, particularly if reducing access.