Custom Roles
For example, you may create a role called 'Distributer' that allows the user to log into your admin account and distribute documents using TigerMailer only.
Benefits
- Enhanced security - users only have access to the features they need to perform their job duties, and won't be exposed to sensitive or restricted areas/tools.
- Greater efficiency - if new team members join or existing ones change positions, updating their role is more manageable.
- A more personalised experience - users have a customised environment giving them access to the most relevant features and tools, improving their experience.
When defining a role, it's important to carefully consider the specific tasks you want the user to perform. Arrange a call with your Customer Success Manager to discuss the available permissions in more detail.
The three stages of custom roles
- Meet with your Customer Success Manager to discuss your required role permissions.
- Your custom roles will then be set up by our Support team.
- It's then over to you! Simply log into your account and assign a role to a user.
The person responsible for managing users in your account must have the 'Manage Users' permission in their role; without it, they won't have access to the required area.
Whenever a new feature is released, we'll get in touch to see if you would like to add it to your existing custom roles.
Assigning a role
It's simple to assign a role to a user.
Log into your account and navigate to the Users area. From here, you can easily add a new user or edit an existing one and choose the appropriate role from the Role drop-down list.
Please note: Child account settings take priority over custom role permissions. For example, if you disable an option such as Menus in the child account settings, it will remain unavailable, even if the user’s assigned role includes that permission.