Roles are set up to manage user access to the platform. Multiple roles can be set up based on the user group needs. Examples of roles include Compliance, Marketing, Legal, Loan Officer, etc. Multiple users can be set up under a role. The admin can assign different platform permissions to each role based on their use case.

The Admin Role is set up with access to all modules of the platform. (Note: often 'Manage own social networks' should be left unchecked for the full admin role)

The Denim Social team can aid in the set up additional roles.

How to create a Role

  1. Navigate to Administration > Roles

  2. Click on Add Role button on the top left side of the screen.

  3. Type a Name

  4. Type Description

  5. Select the checkbox for the permissions you want to enable

  6. Click the Create Button.

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