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Create and Customize a User Role

Custom roles define exactly which features and data each team member can access in the account.

Available with the Premium plan.

Each user of the account is assigned a role that determines which features they can view and edit. In addition to the three native roles (Administrator, Manager and User), an administrator can create custom roles to give each team member only the access they need. To add a user to the account, see Configure User and Administrator Accounts in Yapla.

In this article

Create a custom role

  1. Go to Settings > Users and licenses > Roles.
  2. Click Add a role.
  3. Enter a name for the role.
  4. Turn on each application the user needs to access (Members, Donations, Events, Website, etc.), then check the specific functions they can use in that application.
  5. Click Save.

A parent function must be checked to display its child functions. For example, in the Donations application, the Campagnes box then displays Ajout et modification, Dons reçus, Reçus fiscaux and other campaign-related functions.

The list of roles also shows the native roles. Their permissions cannot be changed, but you can rename them.

Assign a role to a user

  1. Go to Settings > Users and licenses > Manage users.
  2. Select the user, then open the Roles sub-tab.
  3. Select the role you want and save.

After a role change, the user logs out and back in for their new access to apply.

Good to know

  • No read-only role: each checked function allows the user to both view and edit.
  • Access to all campaigns: a role does not restrict the user to specific campaigns. They see all campaigns in the applications they can access.
  • Independent functions: within the same application, each function is checked separately. For example, in the Donations application, check Campagnes, Ajout et modification and the Formulaires boxes, without checking Dons reçus, Reçus fiscaux or Donateurs: the user manages campaigns and their forms without seeing donations or donor data.
  • External provider: to have a provider embed a campaign on a website, you do not need to create a user account for them. Send them the campaign's public URL and its embed code.

The website JavaScript editor is reserved for the native Administrator role, with the Plus and Premium plans. A custom role cannot give access to it: the Advanced customization function of the Website application gives access to the CSS editor.

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