How to Create a Custom Role

Zuddl allows organizations to create custom roles to define access to a feature at a granular level — beyond the default roles (Owner, Admin, Organizer, Moderator). This gives teams the flexibility to match platform access with real-world responsibilities.

Benefits of a custom role

Unlike the pre-defined roles, which are non-customizable, you can configure a custom role to define who can view or what action a team member can take in your Zuddl organization — feature by feature.

You can:

• Grant full access or restrict access to specific Zuddl features
• Assign these custom roles when adding users to teams or existing members of the organization. For example, you can use roles like “Designer” or “Marketing Manager” and modify them as needed.

Pre-defined role Vs custom roles

Configuring a custom role

Setting up a custom role involves the following steps:

1. Create a role
2. Assign a role

1. Create a role

Only organizers, owners, and admins can create custom roles.

1. On your dashboard, go to Settings > Users.
2. Click the Roles tab.
3. Click Add custom role.
   
   
4. Under Role details, enter Role name.
   
   
   The role name must be unique and should not match any existing roles.
   
   
5. Set permissions for each feature. To do so, select the checkbox for each feature. Refer to the cross-dependencies article to view relationships between features.
6. Click Add role to save the role.
   
   

The added role is now visible on the list.

2. Assign a custom role

You can assign a role when adding a user to a team or when you are editing a user's role in an existing team. The default roles in Zuddl are:

• Admin
• Moderator admin
• Organizer
• Moderator

To assign a role:

1. Go to the Users tab.
2. Add a new user or edit an existing one.
3. Under the Role column, click the dropdown to choose either a default role or a custom role.
   
   

Managing a role

You can create a role based on your organization's requirements and later edit the permissions accordingly. 

Editing a role

You can edit the permissions for a particular role at any time. The permission updates made to a role take effect immediately for all users with that role.

Deleting a role

Deleting a role can be done only if no user is assigned to it.

If users are assigned to a role, you’ll need to reassign them to a different role before deleting the role.