How to Create, Edit, and Delete Custom Roles

welcome this video will walk you through

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how to create edit and delete custom

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roles in your income lab account from

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your main households page find your firm

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icon on the top right of your

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screen then on your firm management page

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click the rolls

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button from there click create new rooll

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on the

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right then give your rle a name

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and select the base role you'd like to

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use as the starting point for the

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default permissions you'll see we have

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multiple default roles here it's

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important to note that if I'm creating a

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custom role for an advisor it's

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important to use that advisor base Ro or

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the base r that is tied to the license

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you've purchased so for example if I

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have two support staff members on my

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team and I want to create customer RS

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for them I would want to use that uh

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base roll there as the starting point

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since it matches their license

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for this example I will use the firm

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admin base rooll once you select your

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base R you'll then see your options

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below first on the administrative

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section here is where you can select

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what types of functionality Your Role

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will be able to have when it comes to

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adding or removing things like members

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groups editing editing the firm and

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group Capital Market assumptions and

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default values creating Ed editing

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households sharing data from

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Integrations and then on the right you

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will also have the permissions for just

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what they can view so here selecting or

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giving permissions to view the firm

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members view the group list view view

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the CMAs and default values and ability

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to edit firm account information like

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billing and payments logos and

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disclosures to remove a permission you

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just uncheck the box and then from there

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if You' like to turn it on you just

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check the box to turn it on the other

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important piece to note here is the role

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management section this this allows you

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to select whether this custom Ro can

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create or edit other custom member

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roles the additional sections here are

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just allowing you to select whether this

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custom Ro will be able to access

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different features or sections of the

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software like the report Center the tax

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lab life Hub plan dashboard and so

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forth once you set up all your

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permissions for your custom roll go

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ahead and click save or to go back and

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cancel you can just click the back

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button

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here as I mentioned earlier the software

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will come pre-built with some default

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rolles you can see those noted here when

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you're on the rolls page with the

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default roll indicator all your custom

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rolles will be shown below with the

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creation date to edit or delete a custom

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roll find the three dot icon for that

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custom roll click edit and then make

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your changes or click delete to delete

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that custom

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rooll when you have all your custom

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rolles set up you can then go to your

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members Tab and first if you're adding a

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member you can then click add member

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here put in their information and select

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the custom role that you've created from

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here if you're adding the custom roll

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for uh all already existing member on

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the account find that member

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here click the three dot

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icon click edit and then you can edit

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the custom roll for that specific member

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here as well if you do make any

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changes click save changes to save or

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click the x button here to minimize and

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cancel that's it thank you for viewing

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this video we hope this helps please

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reach out to our team if you have any

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questions