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Create Custom Role for Experience Builder

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Learn how to create a user role and assign permissions to control what users can do in Experience Builder

Create a user role to define a set of permissions that you can assign to one or more users in your organization.

1

Navigate to Customers > User Accounts > Settings.

2

Expand the User Roles section.

3

Click Add Role.

4

In the Name field, enter a name for the role.

5

In the Description field, enter a description for the role.

6

(Optional) To make this role the default role for new users, select the Default role checkbox.

7

Select the permissions to assign to the role.

8

Click Create Role.

The new role is displayed in the User Roles list and is available for assignment to users.