How to Create a Custom Role
Last updated: June 17, 2026
What This Does
Custom roles let you define fine-grained access permissions for team members in your organization. Instead of relying only on the built-in roles (Admin, Organizer, Moderator, Moderator Admin), you can create roles tailored to specific responsibilities — for example, a "Content Manager" who can edit event pages but not manage billing, or a "Registration Coordinator" with access only to registration and attendee data.
Note: Custom roles are scoped to your organization. They are not shared across organizations.
Before You Begin
You must have Admin access or the Org Members > Write permission in your current role.
Decide which permissions the new role needs. Permissions are grouped by feature area (e.g., Registration, Communication, Analytics). Review the permission groups below to plan ahead.
Steps
Log in to your Zuddl organization at app.zuddl.com.
Click on the Organization Settings (gear icon) in the left sidebar.
Navigate to Team Members or Org Members in the settings menu.
Select the Roles tab to view existing roles.
Click Create Role (or + New Role).
Enter a Name for the role (e.g., "Content Manager"). The name must be unique within your organization.
Optionally add a Description to clarify the role's purpose.
Select the permissions you want to assign. Permissions are organized into groups — expand each group to pick individual Read or Write access. See the Permission Groups table below for a full list.
Click Save to create the role.
Tip: You can also duplicate an existing role and modify its permissions, which is faster when the new role is similar to an existing one. Open the role you want to copy and click Duplicate.
Permission Groups
Permissions are organized into the following groups. Each group contains individual Read and Write permissions.
Category | Permission Groups |
|---|---|
Organization Management | Email addresses, API access keys, Merchant accounts, Destinations, Integrations, Tags, Form validations, Custom domains |
Event Management | Event actions (create, duplicate, archive, move, cancel), Event apps, Event info, Branding, Domain settings, Embed webinar |
Registration | Registration pages, Page editor, Ticketing, Housing, Registration flows, Forms, Advanced settings, Snippets, Templates |
Communication | Standard & custom communication, Email templates, Drag-and-drop editor, HTML editor, Alerts & updates, Calendar invites |
People Management | Attendees, Speakers, Leads, Audience groups, Invite lists, Access control, Profiles |
Event Setup | Locations, Schedule, Sponsors, Networking |
Virtual Setup | Venue settings, Lobby design, Stages, Rooms, Expo, Settings |
On-site Setup | Check-in app, Lead capture app, Badges |
Engagement | Surveys, Games, Engagement |
Portal Setup | Mobile app, Speaker portal, Sponsor portal |
Analytics | Dashboard & analytics, Reports |
Integrations & Misc | Event integrations, Recordings, Widgets, Studio access |
Warning: Some permissions have dependencies. For example, enabling a Write permission automatically requires the corresponding Read permission. Zuddl enforces these dependencies — if a required dependency is missing, you will be prompted to include it.
What Happens Next
The new role appears in the Roles list and can be assigned to team members immediately.
When you invite or edit a team member, select the custom role from the role dropdown.
Team members assigned to this role will only see the features and settings allowed by the permissions you selected.
Notes
You can edit a custom role at any time by opening it from the Roles list and updating permissions. Changes take effect immediately for all members assigned to that role.
To delete a custom role, you must first choose another role to reassign its current members to. Built-in roles (Admin, Organizer, Moderator, Moderator Admin) cannot be deleted.
Role names must be unique within your organization. You cannot reuse the name of a built-in role.