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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 week ago

Article Contents

Introduction

Aside from the 3 preset roles of Admin, Manager, 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.

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:

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