How to Create a Custom Role in Assure

Where appropriate permissions are available, Firm Administrators can create custom roles tailored to their organisation's requirements.

Custom roles allow firms to provide users with only the permissions they need to perform their responsibilities.

Creating a Role

To create a custom role:

1. Navigate to Roles Management.
2. Select Add Role.
3. Enter a meaningful role name.

Choose a name that clearly identifies the role's purpose within your organisation.

Assigning Permissions

Permissions are grouped into categories.

Select the checkboxes for each permission you wish to assign.

Only assign permissions that are necessary for the role.

Saving the Role

Once the required permissions have been selected:

1. Select Create Role.
2. Review the role information.
3. Select Save Changes.

The role will now appear within Roles Management and can be assigned to users.

Best Practice

Follow the principle of least privilege by assigning only the permissions required for the user's responsibilities.

Frequently Asked Questions

Can I edit a custom role later?

Yes. Custom roles can be updated if business requirements change.

Can system roles be modified?

System-defined roles are managed by the platform and may have restrictions on editing.

Related Articles

• Understanding Assure Roles Management
• Assigning User Roles in Assure