Users who have purchased Canopy's Professional features can create custom roles with customized permissions to seamlessly accommodate their needs. By default, only Admin users are allowed to create custom roles and permissions to start. 

Roles/Permissions:

• Roles: Admin
• Permissions: Roles and Permissions

Creating a Custom Role

1. Navigate to your Settings in Canopy.

2. Click Roles & Permissions in the left-side column.

3. Click Add role.

• Alternatively, you can Duplicate a previously created role and then edit that role.

4. Input a Role Name.

5. Go through each permission setting and select which permissions to apply to the role.

• All permissions will be Inactive by default. 
• Activate a permission by changing the associated toggle to Green.
• Note that marked permissions will only be active if you have purchased the associated license.

6. Click Save to save the customized role to your Roles and Permissions list.

• To assign team members to your customized role, refer to the Assigning Roles to Team Members guide.

Editing Permissions for a Previously Created Role

1. Navigate to your Settings in Canopy.

2. Click Roles & Permissions in the left-side column.

3. Click on the Role you wish to edit.

• Canopy's pre-set Roles cannot be edited. 
  • You can Duplicate one of the pre-set Roles and then edit the duplicate.

4. Change all necessary permissions toggles.

• A Green toggle activates that permission for the associated Role.
• A Grey toggle deactivates that permission for the associated Role.

5. When finished, click Save.