Roles define what people can access in Credentials Portal. Every person in your district is assigned one or more roles, and the role’s permissions determine what they can see and do. [Screenshot: Roles settings page showing default roles with their permission flags]Documentation Index
Fetch the complete documentation index at: https://docs.credentialsportal.com/llms.txt
Use this file to discover all available pages before exploring further.
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