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How do I create a custom role?

Custom roles let you group permissions and assign them to a set of people. Creating a custom role is divided into four steps.

  1. Go to admin.humand.co.
  2. Navigate to Settings → Roles and Permissions.
  3. Click on Create custom role.
Create custom role button on the Roles and Permissions screen
  • Set the name of the role and, optionally, a description explaining its purpose.

    Field Type
    Role name Required (max. 78 characters)
    Description Optional (max. 86 characters)
    Step 1 — Role name and description
  • Choose who will have this role. You have two ways to assign members, and you can combine them:

    Type How it works
    Specific collaborators Manually select by name from a list. You can add up to 100 collaborators.
    Segmentation groups Set rules (e.g., department = Marketing, country = Argentina) and the system will automatically assign the role to everyone who meets those conditions. If someone new joins who meets the criteria, they’ll automatically get the role.
    Step 2 — Assigning members to the role
  • Select what each person with this role can do. Permissions are grouped by module (News, Users, Surveys, etc.). For each one, you can see its description and whether it applies to the App or the Admin Panel.

    Step 3 — Selecting permissions grouped by module

    If you have any questions about General or Specific Permissions, check out: How do permissions work?

    You only need to select the permissions relevant to the role’s function. You don’t have to configure every module.

    To see the full list of available permissions, check out What permissions can I set in a role?

  • Review a summary of your configuration. From this screen, you can go back to any step to make changes.

    When everything’s ready, click Activate role. Assigned members will get their permissions right away.

    Step 4 — Review and activate the role

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