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Create Custom Role for Experience Builder

Learn how to create a user role and assign permissions to control what users can do in Experience Builder

Create a user role to define a set of permissions that you can assign to one or more users in your organization.

  1. Navigate to Customers > User Accounts > Settings.
  2. Expand the User Roles section.
  3. Click Add Role.
  4. In the Name field, enter a name for the role.
  5. In the Description field, enter a description for the role.
  6. (Optional) To make this role the default role for new users, select the Default role checkbox.
  7. Select the permissions to assign to the role.
  8. Click Create Role.

The new role is displayed in the User Roles list and is available for assignment to users.