Define your roles

before you select permissions, you'll want to identify the admin roles you need by clearly defining responsibilities and access levels that fit your organization's needs, you enhance productivity and security what are admin roles? an admin role is like a job title with a set of permissions that determine what is visible in the dashboard, and what actions are allowed roles function within the designated admin level see admin access overview consider different approaches for creating roles, described below multi functional roles in a flexible approach, roles can span across multiple features and functions, granting users wider responsibilities and permissions by combining various permissions into a single role, users can fulfill various tasks without the need for multiple role assignments for example, you could create a marketing coordinator role that includes permissions for managing news & notices, messages, and analytics this would combine multiple marketing related tasks into a single role examples role tasks permissions communications coordinator send messages (push notifications and emails) to users and post important news & notices to the public newsfeed messages, news & notices, users content manager create content across multiple features, including challenges, rewards, forms, focus content, media, news & notices, or sequences challenges, rewards, forms, focus content, media library, media item, news & notices, sequences, homescreen, tags full admin oversee the entire system with full control over all aspects, including permissions and settings all feature specific roles in this approach you could define roles for each feature or function separately then, assign roles based on administrators' responsibilities and the features they need to access while this may result in a larger number of roles, you may have better alignment of permissions with the tasks admin users need to perform for example, you could create a rewards manager role, which includes permissions to create rewards and monitor points examples role tasks permissions event manager manage events and classes, and view attendees calendars layout editor design the structure of the layout homescreen, hs sections, tags marketplace manager manage discounts and promotions available to employees marketplace, mp marketplace, mp vendors, mp offers, mp subscriptions rewards manager oversee what gift cards are given, and ensures adherence to your budget rewards, points