How to create a custom role

00:00: In this video, you'll see how to create and configure custom user roles in the

00:03: Checkout.com dashboard.

00:06: Before you begin, make sure you have your login credentials ready.

00:09: Enter them and click on continue.

00:12: This will bring you to the business overview dashboard. Click on the settings menu

00:16: on the top right, to manage user roles and permissions.

00:20: Next, click on settings to access configuration options for your account and user

00:24: management.

00:26: Select the roles and permissions tile.

00:29: For a custom role, click the new role button on the top right.

00:33: Then, click view all roles to access the user roles management section.

00:38: On this page, you can select pre-defined roles if you don't need to create a custom

00:42: one for your dashboard user.

00:45: To continue with creating a new role, click the new role button again.

00:49: Update the role name field

00:51: - enter a name that describes the new custom role you're creating.

00:55: In this example we'll create a custom role for a refund approver.

01:00: Update the description field to add details

01:02: that explain the purpose of this role.

01:05: As an example, type we'll type authorised to approve a refund.

01:08: This describes the role’s focus on managing refund-related permissions and tasks.

01:13: In the permissions section, you can now select the actions and access the role should

01:17: have. For this example,

01:19: we'll click payments to access the permissions related to payment processing for

01:22: this role.

01:24: Tick the box next to the permissions

01:26: you want to enable for the role.

01:28: Here, we'll click specific refund requests actions - but this will change

01:32: depending on the

01:33: actions you want top assign.

01:35: Now, click on the create custom role button to save the new role and apply the

01:39: configured permissions to users.

01:42: Here, you've seen how to create a custom user role with specific permissions in the

01:46: Checkout.com dashboard.

01:47: Thanks for watching!