- Why Would You Want To Use Custom Team Member Roles?
- Create New and Edit Current Custom User Roles
- Create a New Custom User Role
- Role Permissions
- Assign Team Members to Custom User Role
CoSchedule comes with five default roles for Team Members – Owner, Manager, Admin, User, and Guest – which cover many team situations. But if your team is a little more complex and requires more specific control of who can see and do what, Custom Roles are for you. With them you can decide if a role can see, create, edit, publish, or delete items on your calendar such as social messages, Projects, WordPress posts, events, tasks, notes, or other members of the team. And you can give names to these roles that are meaningful to your team.
Create New and Edit Current Custom Roles
To access your Custom User Roles, go to your calendar’s Calendar Settings > Custom Roles.
In the “Manage Roles & Permissions” window, you will see all of your current Custom Roles. To edit a current Custom User Role, hover your mouse over the Role and click the Pencil icon. To delete a current Custom User Role, click the X. To create a new Custom User Role, click Create New Role.
Create a New Custom User Role
In the “Team > Create New Role” page you will start to make your new Custom User Role. At the top, you will enter the Role name and Role description of your new Custom User Role. This can be edited at any time. After you have created the name and description, it is time to start editing the Role Permissions of your new Custom User Role.
The “Role Permissions” section is where you can completely customize your new Custom User Roles. To change the Settings of a specific “Role Permission” click the On/Off button.
When you turn on your WordPress Settings, you can change if your Custom User Role can see All blog posts or WordPress Posts that they own, are authoring or following. After you choose the view settings, you can also choose if selected users can Create new posts, Edit post details, Delete posts, or Publish posts.
When you turn on your Projects Settings, you can change if your Custom User Role can see All Projects or Projects they own or are following. After you choose the view settings, you can also choose if selected users can Create new project, Edit project details, Delete project, or Publish project.
3. Social Messages
Turning on your Social Messages Settings you will be able to change if your Custom User Role will be able to see All social profiles or Select social profiles. You can then choose if selected users are able to Create, Edit, Delete & Publish social messages for those Social Profiles.
If you select Select social profiles under “Users can see:” you will be prompted to choose specific social networks.
The selected social networks will be the only networks that users in your Custom User Role will be able to schedule social messages to.
Turning on your Events Settings will allow the users in your Custom User Role the ability to see all events. You can also turn on the ability to Create, edit, and delete Events.
Turning on your Notes Settings will allow the users in your Custom User Role the ability to see all public notes. You can also turn on the ability to Create, edit, and delete Notes.
6. Team Filtering
Turning on your Team Filtering Settings will let the selected users of your Custom User Role only interact with selected Team Members.
7. Admin Settings
Turning on the Admin Settings Setting will give selected users of your Custom User Role certain admin settings. You can choose between Social Admin, Team Admin, or Full Admin settings.
Once you have chosen all of the settings for your Custom User Role, click Create Role at the bottom of the page to save the Role.
Assign Team Members to Custom User Role
To add Team Members to your new Custom User Role, go to your calendar’s Settings > Team page and click the Pencil icon next to the Team Member you would like to add to your Custom User Role.
The “Team > Edit Team Member” window will open. Click the Dropdown Box underneath “Roles & Permissions.” Under the Standard Role User & Guest, you will see all of your Custom User Roles. Select the User Role and the Team Member will automatically save.
You have now added a user to your Custom User Role!