Adding custom roles

You must assign a role to every Klipfolio user. Default settings for Admin, Edit and View-Only user roles include and exclude permissions according to typical user roles. By adding custom roles to users you can further define which actions can be performed in Klipfolio. For example, a View-Only default user cannot view dashboards in full-screen mode, add or edit comments, email Klips or dashboards or switch dashboard themes, but when a custom role is created for them they can be enabled to do any or all of these actions by selecting the following role permissions: Enter full-screen mode, Add/edit comments, Email Klips, Email dashboards and Switch theme.

Adding custom roles

To add a custom role

    1. In Klipfolio's home page, click Users.
    2. Click the Roles tab.

A list of current user roles displays, including the built-in roles of Admin, Editor and View-Only.

    1. Click Add a Custom Role.
    2. After Role Name, enter a name for the new role and, optionally, enter a description for the new role, for example, View and create Klips.
    3. Assign role permissions by selecting the appropriate check boxes.

For a complete description of access permissions, see User roles and access permissions.

Adding users to custom roles

To add a user to a custom role

    1. In Klipfolio's home page, click Users.
    2. Click Roles.
    3. From the list under Role Name, click the role to which you want to assign users.
    4. Click Users.
    5. After Users with this Role, click Add or Remove Users.
    6. Select a user in the Without Role box and click the right-pointing arrow to move the user into the With Role box.
    7. If you want to add all users at the same time, click Add All.
    8. Click Save.

Viewing roles assigned to a user

To view the roles assigned to a user

    1. In Klipfolio's home page, click Users.
    2. Select the name of the user.
    3. Click Roles.

Editing roles

After creating and assigning roles to users, you can optionally edit a role's general properties and permissions and add or remove users associated with the role.

To edit roles

    1. In Klipfolio's home page, click Users.
    2. Click the Roles tab.
    3. Click the custom role you want to edit.
    4. To change the name and description of the role, click General>Edit, and enter a new Role Name and, optionally, Description for the role.
    5. To change the actions the role permits, click Permissions>Edit and select the appropriate permissions.
    6. To add or remove users from the role, click Users>Add or Remove Users.
    7. Under Users with this Role, use the arrow keys to move users between the Without Role  and With Role boxes to add or remove users associated with the role.
    8. If you want to add or remove all users at the same time, click Add All or Remove All.
    9. Click Save.

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