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How to Create a Custom User Role Permissions Template

Access Rights and User Roles

How to Create a Custom User Role Permissions Template

Create a custom user role with specific permissions.

Last updated on 25 Mar, 2026

In this tutorial we will go over the process of creating a custom user role permission. Let's look at the steps:

Step 1: Navigate to User Role Permissions

Go to User Role Permissions and click Create New on the top right.

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Step 2: Name the Role

Name the custom user role permission, for example, Lead Pharmacy Technician.

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Step 3: Choose Admin Rights

Select Admin Rights for full permissions or Staff Rights for limited permissions.

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Step 4: Customize Permissions

Further customize the admin role or select a current admin template to start from.

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Step 5: Add Specific Permissions

Modify the access roles and permissions as needed, such as allowing self-witnessing of transactions.

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Step 6: Finalize Role Creation

Click Create, enter your PIN, and the user role will be available for assignment.

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You can view information about when the role was created and its editability.

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This is how you create custom user role permissions, ready for you to assign when inviting staff.

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