Add New Limited Administrator Role

About this feature: Limited Admin Roles can be created and associated with admin profiles that require access to view, create, modify and/or delete only specific features within the organization’s account. Selecting the specific capabilities when creating these roles enables organizations to customize the access to their data. There is no limit to the number of Limited Admin Roles you can create.

  1. Go to People, then click on “Limited Admin Roles” found in the sidebar under Administrators 
  1. Click the [+] button in the “Organization Limited Admin Role” header, or click the [+ New Limited Admin Role] button at the bottom of the page 
  1. Enter a Role name (maximum 200 characters) 
  1. Optional: Enter a Description (visible only to full administrators) 
  1. Select the Module(s) to which the role will have access 
  1. Select the Capabilities to which the role will have access. Click on the [?] for more information on each of the options available 
  1. Click the [Save] button at the bottom right 
Updated on April 9, 2021

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