Manage roles and permissions
Create a role
1
Open Roles
In the sidebar, open Settings → Roles.
2
Start a new role
Select the option to create a role and enter its name.
3
Choose permissions
For each available area, enable the required View, Create, Edit, and Delete permissions.
4
Save the role
Review the settings and save. Default role names cannot be renamed.
Edit an existing role
1
Select the role
Open Settings → Roles and choose a role from the list.
2
Change its permissions
Update the permission switches needed for that role.
3
Save before leaving
Save the role. If you switch roles or leave with unsaved changes, the app asks whether to discard them.
Assign a role to an executive
1
Open Executives
In the sidebar, open Settings → Executives.
2
Find the executive
Locate the person whose role you want to change.
3
Edit the role
Use the row’s edit action, select an existing chapter role, and save.
You cannot edit or unassign a Super Admin through the standard executive actions.