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Custom User Roles

Create custom user roles with tailored admin permissions

Updated over a week ago

There are five types of user roles on Teachable—primary owner, owner, author, affiliate, and student—each of which has their own set of default permissions. These roles cannot be customized; however, the primary owner of your school can create custom user roles.

Custom user roles allow you to give certain administrative permissions to select users in your school. For example, you can create a custom user role that has access to specific financial permissions, or you can create a role for site customization and design. Once you create a role, you can then assign that role to users in your school.

You can have a maximum of 20 custom users in your school.

Permissions

The following permissions can be included in a custom user role:

Permission

Description

Create & Manage Products

Edit course and coaching content, manage coupons, certificates, and bundles

Create & Manage Users

Add users and affiliates, unenroll students, and view user profiles

Customize Site

Edit site theme, navigation, pages, and access the Power Editor

Erase Users

Permanently delete users from the school

Issue Purchase Refunds

Refund purchases from the admin

Manage School Settings

Modify general settings, enable email notifications, and manage webhooks

Moderate Comments

Manage course comments

Publish & Delete Products

Publish or delete courses, coaching, and bundles

Send Emails

Email users through the platform

View Course Reporting

View course reports and reset progress

View Financial Information

Access transaction history

Access & Manage Enrolled Coaching Space

View coaching clients, add milestones, comment on sessions

It's important to note that some permissions can only be applied to a user's custom role in conjunction with another permission. This is because some permissions require access to another permission.

  • If the Publish & Delete Products permission is applied, then the Create & Manage Products permission will also be applied.

  • If the View Course Reporting permission is applied, then the Create and Manage Products permission will also be applied.

  • If the Erase Users permission is applied, then the Create & Manager Users permission will also be applied.

  • If the Access and Manage Enrolled Coaching Space permission is applied, then the Create & Manager Users and Create and Manage Products permissions will also be applied.

Create a custom user role

There are two ways to create a custom user role:

  1. During admin creation

  2. Through the Settings > Roles page

Create a role during admin creation

Navigate to the Users > Admins page in the nav.

On the Admins page, click to button in the top right corner labeled "Add admin."

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A form will open. Enter the admin information, optionally set a password for them, optionally toggle on if they should receive emails from your school, and select a role.

The email address and password entered here will be the credentials used to log into the author account.

Note: If you create a password for and admin, let them know what password you set, or else they won’t be able to login. If you leave the password field blank, your author will receive an account confirmation email where they can set their own password.

If you are on a Business plan you can select "Custom" as the role. For all other plans you must upgrade to a Business plan to have custom user roles.

You can see which permissions this role has by clicking "View permissions"

If you do not have any custom roles yet, click "Create custom role"

Name the new custom role and select the permissions.

If you do already have custom roles created, you can select them from the drop down or create a new custom role.

When you are done click "Add new admin" on the bottom right.

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Create new custom user role through the Roles page

These roles will have to be assigned to admins separately from creation. They will show up in the selection dropdown when creating any new custom roles in the Admins section.

  1. Navigate to your Settings tab, then click Roles.

  2. Click the Custom roles tab.

  3. Click the Add Custom Role button.

    settings-roles-addcustomrole.jpg

  4. A popup modal will appear. In the Role text field, enter the name of the custom role you're creating. Use the checkboxes to assign permissions to the role, and click Save once you're done.

    set_custom_role.gif

Assign custom roles to users

Once you have created a custom role, you can assign the role to existing users in your school.

NOTE: Only users who are owners or students can be assigned a custom role. Primary owners, authors, and affiliates cannot be assigned custom roles. However, authors role can be universally customized.

To assign a custom user role to an existing user in your school:

  1. Navigate to their profile from the Users > Students or Users > Owners tab.

  2. Click the Role tab.

    users-student-role.jpg

  3. In the Manage Role dropdown, select the custom user role you would like to assign to that user and click Save.

    apply_role.gif

To unassign a custom role, navigate to the Role tab of the user’s profile and click Revoke All Permissions:

revoke-all-permissions.jpg

Edit or delete custom user roles

At any time you can go to the Settings > Roles > Custom Roles page to edit and/or delete your existing custom user roles. Click the ellipses icon and click either edit or delete. Edit role allows you to change the permissions of a custom user role. Delete role will remove the custom user role.

edit_or_delete_custom_role.jpg

NOTE: You cannot delete a custom user role if it is assigned to a user. You must first un-assign the role from any users with the role.

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