Create a role

Modified on Tue, 15 Jul at 5:36 PM

Create a role

On User Admin Console, you can create roles for use on the platform. [*Note: By default, you would have Admin, Editor and Viewer automatically set by Milieu's standard set of roles for the platform. The creation of roles would allow you to set up more customised permission combinations suited for your business and organisational needs]


Navigating To User Admin Console

  • To navigate to User Admin Console from the main login page, select the hamburger icon ☰ and select User Admin Console from the dropdown list.


Creating A New Role

  • In User Admin Console, navigate to the 'Role' tab and click on 'Create role'.



  • In the next page, fill in the necessary information and fields (i.e. Role name, assign an organisation) for the role you want to create. For permissions, you can customise the elements within Canvas 2.0 that this respective role has permission to view and/or edit, in terms of settings, by checking/ unchecking the respective checkboxes. [*Note: Analyse and Visualise are modules that by default are available all roled types and thus are not listed as modules with controllable/ editable permissions]



  • Once done with customising the various combinations of permissions, save the role by selecting 'Create role'.



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