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Creating Roles and Assigning Permissions

How to limit and permit access to different features and areas of your Drum account.

Ben Walker avatar
Written by Ben Walker
Updated over a year ago

WHAT IS A ROLE?

A Role is assigned to a Member to define their permissions and access within Drum (an Admin user does not require any Roles due to their assumed unrestricted access).

A Member can be assigned multiple Roles and if any of those Roles allow permission to a feature then the Member will have access. For clarity, if there is any conflict for access between two or more Roles then the Member will be assumed to have the permission or access subject to conflict.

TIP: Ensure you refer to Drum's Glossary for full definitions of key terms including Admin, Member and Roles to help you on your way.

QUICKSTEPS

  1. Click your User Account icon in the top right of the Navigation Bar;

  2. Select [Your Company Name] at the very top of the dropdown;

  3. Select "Roles" from the left Navigation Pane;

  4. Select "Add a New Role" button;

  5. Complete the Name and Description fields for the new Role;

  6. Using the checkboxes, select the relevant permissions that the Role will be assigned to navigate Drum;

  7. Scroll to the bottom of the page and optionally select to "Nominate Account members with this role" from the dropdown.

  8. "Save Role"

  9. Repeat this process for all required Roles.

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