Creating a Custom Role

Assign specific roles to users tailored to your company's needs.

To create a new custom role:

1. In Finout, click on your username at the top right of the console and then select Admin Portal. The account profile appears.

   
2. Click Roles. You are brought to the Roles page.

   ​Note: This page is only accessible by Admins.

   
3. Click Create New Role. The Create Role pop-up appears.

   
4. Add a role name and description.

5. Optionally toggle on Default role. ​This allows an Admin to assign any new user this default role by clicking the Copy invite link while inviting a new user. See Inviting a User.

6. Click Next. You are brought to the Choose permissions step.

   
7. Include or exclude permissions to customize your new role and click Create Role. See the list of permissions. Your new role is created and appears on the Roles page.