Creating a Custom Role

Not everyone who you invite to access the web dashboard should have full administrative privileges. Custom Roles allow admins to create unique combinations of GoSpotCheck operations that they can save and assign as a role.

Together with Data Access, Custom Roles will allow users to have view and edit capabilities that are relevant to the needs or roles in your organization.

Permission Types

There are four different types of permissions that can be granted to a Custom Role in any combination:

• Edit Mission Responses: Enable users with this role to Edit the content of Mission Responses they have access to view within the Web Dashboard.
• Manage Missions: Toggling this setting enables users with this role to Create, Edit and Deploy Missions (including determining which Teams and Place Groups the Mission ought to be deployed to). 
• Place Admin - Allow a user with this role to edit the Places and Place Groups they have access to view.
• User Admin - Allows a user with this role to edit the Users and Teams they have access to view.

Create a Custom Role

In the user dropdown menu, click Settings. On the Settings Page that appears, click Roles in the left tab. 

Here you'll see a listing of all of the roles that have currently been configured for your company. By default, this list includes User, Company Admin, and Reviewer. Any custom role(s) that you've previously configured for your company will be included at the bottom of the list. To create a new custom role, click Create Role in the top right corner.

Next, give your custom role a unique name and description. We recommend incorporating a summary of the permissions included in this role as part of the name or description as this will help confirm that the right role is assigned to the right individuals moving forward. 

Finally, toggle the slider to add or remove permissions from your new custom role. When you're all finished, click Create Role.