Super Administrators can create and edit custom System Roles in the global settings area, alongside the default roles. These roles define additional reporting lines or user relationships, such as assigning a T&C Manager to supervise specific users. Custom System Roles can also be used in workflows—for example, assigning the role as a stage owner in a Form Workflow, allowing input from the role holder based on their defined relationship.
⚠️ Important: This option doesn't allow for creating bespoke system roles with custom permissions.
View system roles
Switch to admin view.
Click Settings, then click Global Settings.
Select System Roles.
There are two tabs to view.
System Roles: Default system roles which cannot be removed or edited, along with any bespoke system roles. To see the list of Users allocated to a system role, click the number in the Users column.
Users: Shows all users allocated a system role.
Create a system role
Switch to admin view.
Click Settings, then click Global Settings.
Select System Roles.
Click Create System Role.
Enter a name and description.
Select from one of the following options.
Use in reporting line relationships: Default. Allows creation of relationships in the Reporting Lines tab of a user's profile.
Individuals can have more than one manager relationship with this role: Select so user can be assigned more than one manager relationship with the specific role. For example, T&C Manager.
Click Save.