Creating Custom Roles – Home

In addition to the default user roles, Custom Roles can be created to further customize and restrict access within your organization, allowing for maximum flexibility.

Permission: Only the Super Admin can create or edit Custom Roles.

Note: Custom Roles is an Add-on feature and needs to be enabled by the Responsive's staff. Please contact your Account Manager or accountmanagers@responsive.io if you would like this feature to be enabled.

Creating a Custom Role

To create custom roles, you can follow the steps below:

Go to Organization settings > USER MANAGEMENT > select Manage Roles.
The Manage Roles page will be displayed. Click NEW ROLE.

The Add New Role page will be displayed.

Enter a name and description for the role.
Toggle on the module name to enable that module for this role.
Select the checkbox associated with the permission to associate it with this role.

Note:

For Project and Content Library, each role can be given access to All or My.
If All is selected, the user associated with this role will have access to all projects/contents.
If My is selected, the user associated with this role will have access to only his/her projects/contents.

The table describes the access given when toggling on the module name.

Module Name	Access given after toggling on
Projects	No changes on enabling Projects.
Organization Settings	No changes on enabling Organization Settings.
Section Templates	Gives view only access to default Section Templates.
Content Library	Gives view and edit access to content owned by user (Owner or Moderator) in the Answer Library and the Document Library.
Reports	No changes on enabling Reports.
Intake	Gives view access to intakes where users are assigned as Project Primary Contact.
Response Templates	Gives view only access to Response Templates.

Click CREATE ROLE to add the new role.

The created role will be displayed in the Manage Roles page. When creating new users, all available roles including the newly added role will appear in the Role drop-down.

Note:

While adding a new user, you can view the permissions assigned to a user role by clicking the icon associated with the role in the Roles drop-down list.

You can create a custom role based on an existing role by cloning an existing role.
You cannot edit the default Responsive roles permissions, however, you can edit the name of the default Responsive roles.
If you are creating a custom role where the user can upload content that needs to go to moderation before it goes into the Answer Library, refer to How to Set Up Answer Library Moderation.

Cloning a Role

To clone an existing role, you can follow the steps below:

Click the icon associated with the role to be cloned and select Clone.
The Clone Role page will be displayed. Make the required modifications and click CLONE ROLE.

The role will be cloned and will be displayed in the Manage Roles page.

View Custom Roles to know the various roles and permissions required for a user to access different features in Responsive.

Note: Custom Roles is an add-on feature. Contact your Responsive Account Manager at accountmanagers@responsive.io for more details.

Creating a Custom Role

Cloning a Role

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