Default roles
Your district comes with four default roles:| Role | Key permissions |
|---|---|
| Admin | Full access: manage people, settings, roles, interviews, broadcasts, and billing |
| Credentials Board | Create and edit interviews; assigned to specific boards |
| Mentor | View published interviews for assigned candidates |
| Candidate | View their own published interviews and progress |
Permission flags
Each role is configured with a combination of permission flags:| Flag | Description |
|---|---|
| People (view) | See the people directory |
| People (edit) | Add, edit, and delete people |
| Interviews (view) | View interview records |
| Interviews (edit) | Create and edit interview records |
| Mentor | Treated as a mentor; can view mentee data |
| Candidate | Treated as a candidate; limited to own data |
| Board | Board member; assigned to specific boards |
| Broadcasts | Send district-wide broadcast messages |
| Settings | Edit district configuration |
| Roles | Create and modify roles |
| Billing | View and manage subscription |
Create a custom role
Add a new role
Click + Add Role and enter a name for the role.[Screenshot: Add Role button and name input]
Configure permissions
Toggle the permission flags that apply to this role.[Screenshot: Permission flag toggles for a new custom role]
Edit an existing role
Click any role’s name in the Roles list to open its settings. Adjust the name or permissions and click Save.Assign a role to a person
Roles are assigned on each person’s profile. See Managing People for instructions. A person can have multiple roles — for example, someone might be both a Board Member and a Mentor. The app uses the highest-permission role when determining access.Custom fields per role
You can define custom profile fields for specific roles. For example, you might add a “License Number” field that only appears on Candidate profiles.Add a custom field
In the Custom Fields section, click + Add Field. Choose a field type:
- Short text — Single-line text
- Long text — Multi-line text
- Checkbox — Yes/no toggle
- Select — Dropdown with configurable options