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.

Consider different approaches for creating roles, described below

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.

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.