How to Create a Custom Role

This article will show you have to create a custom role for your organization/group membership categories.  Custom roles are for tracking purposes only.

How to Access Custom Roles

1. From the Admin Dashboard, hover over Membership and click on 'Settings.' 

Create a Custom Role

2. On the membership settings page, go to the Custom Roles section, click on the three-dot menu, and then click on 'Create Role.'

3. Enter the name of the role you want to add in the 'What is the Name of your Role?' text box and click 'Save Role.'

4. To learn how to add and edit organization roles you can read this article - Learn how to add or edit organization roles.