How do I Create or Edit a User Role?

User Roles will allow the customer admin on your account to dictate which users have access to which areas within Tripleseat. This includes site permissions including the ability to create and edit events, view and build documents, lead visibility, settings and report access, and more. To view your user roles, you will go to Settings > User roles. From here, you can edit any existing User roles. When your Tripleseat site is created, you will have a few default roles that can be adjusted at any time. 

When adding or editing a User Role, you will be brought to a page that allows you to adjust the User Role title, add a description of what this User Role entails, and below, provides you with sections that allow you to choose what you'd like the user to have (or not have!) access to. 

See below for our video explaining Users & User Roles:



Pro Tip: If you select 'Admin', that is a blanket location role that will grant the user access to everything on your site (except Credit Card integrations or the ability to adjust user roles).