Managing Roles and Custom Permissions
How to create custom roles and assign granular permissions to admin users.
Beyond the seven default roles, you can create custom roles tailored to your organization's structure.
Creating a custom role
Navigate to Roles
In the admin panel sidebar, click Association Admins → Roles.
Click Add Role
Click the Add Role button to open the role creation form.
Name your role
Give the role a clear, descriptive name — e.g., 'Financial Auditor' or 'Events Coordinator'.
Set permissions
Toggle the specific permissions this role should have. Permissions are organized by module — finances, elections, members, content, etc.
Set admin panel access
Decide whether this role should grant access to the admin panel. If disabled, users with this role can only use the member portal.
Save and assign
Save the role. You can now assign it to members from their individual member record.