The Custom Roles feature allows admins to create tailored sets of permissions that align with specific responsibilities in your organization. Instead of relying only on default roles, you can build roles like Report Viewer, Campaign Coordinator, or Volunteer Manager, ensuring that every user has exactly the level of access they need—no more, no less.
This flexibility improves security, streamlines workflows, and ensures staff and partners only see the data and tools relevant to them.
Key Features
Role Creation
Easily create new roles from scratch within the Settings tab. Give each role a name and description so it’s clear to your team who it’s for and what it controls.
Permission-Based Access
Every custom role is built from a list of granular permissions. These permissions cover different modules across the platform, such as:
Campaigns – view, list, and manage campaign information.
Reports – run, export, or view reporting data.
Events & Shifts – view, list, or manage registrations and schedules.
Communications – access to email templates and messaging tools.
By selecting only the permissions a role needs, you prevent unnecessary access and keep your data secure.
Editable & Flexible
Custom roles aren’t static. If you need to adjust them, you can return to the Custom Roles menu at any time to add or remove permissions. This makes it easy to refine access as responsibilities evolve or new team members come on board.
Assignable to Users
Once a role is created, you can invite users and assign them to that role right from the campaign or platform level. Roles can be reassigned at any time, ensuring you can adapt quickly when responsibilities shift.
Test & Validate Roles
Admins can invite themselves (via a secondary email address) or a colleague to test a role and confirm what users see. This ensures that roles provide the right level of access before rolling them out broadly.
Security & Compliance
By limiting access to only what’s necessary, custom roles help you:
Protect sensitive donor data.
Minimize human error by preventing over-permissioning.
Align your team’s access with compliance best practices.
How to Create a Custom Role
Navigate to Settings
Go to your Settings tab and select Custom Roles from the submenu.
Create a New Role
Click Create New and enter:
Role Name (e.g., “Report Viewer”)
Description (e.g., “Campaign Coordinator access to reports”)
Select Permissions
From the permissions list, check the boxes for the actions you want this role to have. Example permissions include:
Campaign view & list
Report list, run, export, and view
Email template list
Registration list
Event list & view
Save the Role
Once saved, the role will be available for use.
Test the Role (Optional)
To confirm the access level, invite yourself (via a secondary email address) to test the role and review what a user with that role can see and do.
Report Viewer Use Case
Imagine your team wants to give certain staff members access to reports without granting them full campaign management permissions. By creating a Report Viewer role, you can:
Allow them to run, export, and view reports.
Provide visibility into registrations, events, and shifts.
Restrict them from editing campaign settings, communications, or donations.
This ensures the right staff get the insights they need—without creating security risks or unnecessary access.
Goodworld’s Custom Roles feature makes it easy to tailor permissions to your team’s unique structure. By assigning only the access people need, you reduce risk, improve efficiency, and create a more secure, well-organized environment for managing campaigns and donor engagement.
If you have questions about Custom Roles, schedule a support call with our success team.