Adding a custom role and users

Step-by-step

You must assign a role to every Klipfolio user.

Adding a custom role

Roles specify what actions users can perform in Klipfolio. For example, a View-Only user can only view the dashboard and annotations.

  1. Click the Users link at the top of the page.
  2. Click the Roles tab.
  3. A list of current user roles appears including the built-in roles of Admin, Editor, and View-Only.

  4. Click the Add a Custom Role button located at the top of the page.
  5. In the Role Name box, enter a name for the new role.
  6. Optional: Enter a description describing the new role. For example, View and create Klips.
  7. Assign permissions by selecting the appropriate check boxes.
  8. For a complete description of access permissions, see User roles and access permissions.

    Note:  The first user account created is automatically assigned administrative rights.

Adding a user to a custom role

  1. At the Users with this Role section, select a user name and then with the right pointing arrow move the user to the With Role box.
  2. Tip: Use the Find box to quickly locate a user name.

  3. Optional: To save and add all users at the same time, select the Add All link.
  4. Click the Save button.

Viewing roles assigned to a user

You can view the roles currently assigned to a user.

  1. Click the Users link.
  2. Select the name of the user.
  3. Click the Memberships link.

Assigning task permissions

The following table lists the role permissions required for a user to perform a specific task.

Task Required Permissions
Allow a user to send and email Klip and Dashboard reports Access Library
Email Klips
Email Dashboard

Learn more

Dashboard management

  1. Beta: Free public links
  2. Publish links
  3. NEW: What’s the difference between viewing a dashboard in the app and viewing a published link to a dashboard?
  4. Use RiseVision to display your Klipfolio dashboard on big screen TVs or digital wallboards
  5. Updates to Klipfolio user permissions
  6. Generate a Klipfolio API Key
  7. Push API deprecation, October 30, 2015
  8. Klipfolio is rebranding
  9. NEW: Best Practices for Large Screen Dashboard Display
  10. Guide to displaying Klipfolio Dashboards on a Large Screen Display
  11. Dashboard design considerations
  12. NEW: Working with Company Properties
  13. Authenticating with Google
  14. Adding a custom role and users
  15. Adding new users
  16. Annotations
  17. Building dashboards
  18. Checklist for adding new users
  19. Creating groups and setting default dashboards
  20. NEW: Removing a Klip, dashboard or data source from the Library
  21. Displaying Klips in full screen mode
  22. Downloading a Klip to your computer
  23. Downloading a dashboard and all of its Klips to your computer
  24. Whitelist IP Addresses
  25. Emailing a Klip
  26. Emailing a dashboard and all of its Klips
  27. Sending Scheduled Email Reports of Klips with variables
  28. Embedding a Klip into an HTML page
  29. NEW: Best practices for generating PDF reports
  30. Options for launching Klipfolio
  31. Removing a user from a custom role
  32. Removing a custom role
  33. Setting up an IP address range in Klipfolio
  34. Sharing data sources
  35. Sharing Klips
  36. Sharing dashboards
  37. Dashboard permalinks
  38. User properties
  39. User roles and access permissions
  40. Viewing data source failures and refresh history for an account

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