How to assign Custom Roles on Visme

Visme provides standard roles/permissions within workspaces for you to determine the access levels of your users.

Within Visme’s Enterprise plan, teams have the ability to create Custom Roles in order to group specific users in the workspace into custom groups. These groups/Custom Roles allow you to determine how your users in the workspace have access to specific projects and project folders.

Let Custom Roles redefine the way you collaborate, grant access to specific projects and folders, streamlining workflows and maximizing your user’s collaboration capabilities! Here’s how:

Head to your Visme Dashboard and click on your Workspace’s Name at the top left corner. Then, select Workspace Members from the dropdown menu.

Click on the Manage Roles button, and then take the next step by clicking Add/Edit Roles. Watch as a pop-up window appears, guiding you through the setup process.

To add a new custom role, type the new role name in the text box and press enter. It will be automatically added to the My User Roles list.

Note: With a swift drag and drop, you can add or remove users from/to your custom roles.

With your custom roles set up, head back to the Workspace Members page, where you’ll find a comprehensive list of all users in your workspace. Locate the user you wish to assign a new role to and click on the role dropdown menu next to their account ID.

Upon clicking the role dropdown menu, a pop-up window will appear, revealing the user’s current roles along with a list of your custom roles. Select the Custom Role(s) you want to assign to this user by clicking on the respective box(es). Once you’ve made your selections, click Save to confirm the changes.

Note: Learn more on how to change user roles and permissions here.

Note: Custom Roles is only available for Enterprise plans.

Custom Roles on Visme

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