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Creating a Custom Role
Creating a Custom Role

How to create custom roles for your users

Nick Neale avatar
Written by Nick Neale
Updated over a year ago

Article Contents

Introduction

In addition to the 5 preset roles of Admin, Admin (No Item Edit), Manager, Manager (No Item Edit) and Employee, you can create custom roles.

This gives you full control over what users can see and do on the WISK Web Portal and iOS app.

To learn more about the existing user roles and permissions, see:

Creating Custom Roles

You can create a custom role based on an existing role, or create it from scratch.

To create a custom role on the WISK Web Portal:

  1. Hover the cursor over your username on the bottom left to see more options then click "Venue Settings"

    Note: You'll only see this option if you're an Admin for the venue

  2. Click “Roles”

    An arrow points to the "Roles" tab

Creating a New Role from Scratch

  1. Click “Add Role”

    An arrow points to the "Add Role" button.

  2. Enter the name of the role and click “OK”

  3. The new role appears, but has no permissions assigned to it. Click the arrow beside the role to expand it and see the available permissions.

Creating a New Role from an Existing Role

  1. Place your cursor over a role and click the "New Role based on this" button“

    An arrow points to the "New Role based on this" button.

  2. Enter the name of the role and click “OK”

    An arrow points to the "OK" button.

  3. The new role appears and has the permissions of the role it was copied from. Click the arrow beside the role to expand it and see the available permissions

Assigning Permissions to the Role

  1. Click the checkbox beside a permission to assign it to the role. It saves every time you check a box. Select the permissions you want the role to have.

  2. When the role is set up, you can switch the role of existing users to it, or invite new users with this role.

For more information, please see the following:

Editing a Custom Role

Updating Permissions

If you have the Admin role, or a custom role with the "Role edit" permission, you can modify the permissions of custom roles. Just click the checkbox beside a permission to add or remove it from that role.

Renaming

To rename a custom role:

  1. Place your cursor over the role and click the "Edit" button

    An arrow points to the "Edit" button

  2. Click "Rename" from the drop-down menu

    An arrow points to the "Rename" option from the drop-down

  3. Enter the new name for the role and click "OK"

    The name has been changed and an arrow points to the "OK" button

  4. The new name displays

    The role has been renamed

Archiving

You can archive custom roles that aren't currently assigned to a user. To archive a custom role:

  1. Place your cursor over the role and click the "Edit" button

    An arrow points to the "Edit" button

  2. Click "Archive" from the drop-down menu

    An arrow points to the "Rename" option from the drop-down

  3. Click "OK" on the confirmation message

    An arrow points to the "OK" button

  4. The role is archived and no longer appears

    The role is archived and no longer appears. A "show archived" checkbox appears

    Note: If you want to restore the role, click the "Show archived" checkbox. You can then click the option to "Restore" the archived role on the Edit menu.

Error - Role in Use

If you try to archive a role that's currently assigned to a user, you'll receive an error message showing the affected users:

The error message displaying the users that have the role assigned to them

Before you can archive the role, you must switch the role of all users currently assigned to it. Click the "Role" column to select a new role from the drop-down menu:

An arrow points to the "Employee" option from the drop-down menu

After assigning new roles to all impacted users, click the "Retry" button to archive the role.

The role has been changed and an arrow points to the "Retry" button

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