How to add roles to user accounts

Roles is an optional feature that lets you create templates of permissions, which are called roles. It's perfect for setups that have numerous user accounts. Instead of manually setting the permissions of each user account, you create roles and assign them to user accounts. When you edit a role's permissions, the changes are also applied immediately to the user accounts to which that role has been assigned.

By default, only Enterprise subscribers have Roles enabled. Contact our support team if you want to have this feature added to your account.

Creating a role

  1. Click Roles on the left navigation menu. The Roles section will appear.
  2. Click Add New.

The Roles section in AdButler

  1. Name the new role then click Create.
  2. Set the new role's permissions as needed.

A role's permission settings in AdButler

When Default Role is enabled, AdButler will automatically assign the role to new user accounts. There can be only one Default Role at any given time.
  1. Click Save Changes.

You will be taken back to the main Roles section, and the new role will be added to the interactive table of existing roles.

Editing a role

  1. Click Roles on the left navigation menu. The Roles section will appear.

The Roles section in AdButler

  1. Click on a role's name. The role's permission settings will appear.
  2. Edit the role's permissions as needed.
  3. Click Save Changes.

To delete a role, click on the checkbox beside the role's name in the Roles section then click Delete.

When you edit a role's permissions, the changes will be applied immediately to the user accounts to which that role has been assigned. Further, you cannot delete a role if it's assigned to at least one user account.

Assigning a role

When you have roles enabled, you must assign a role to each user account. You will not be able to manually configure the permissions of a user account.

  1. Click User accounts on the left navigation menu. The User accounts section will appear.
  2. Click on the name of a user account. The user account's edit page will appear.

The Roles menu in a user account's edit page

  1. Under Account Details, click on the Roles dropdown menu and select the relevant role.
  2. Click Save Changes.

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