Custom Roles

Custom roles allow you to control what users can see and do within Dream™. Roles can be created, edited, and assigned from the Settings area.


Create a New Role

  1. Click My Profile in the top-right corner, then click Settings

  2. Click Manage Roles on the Role Management card

  3. Click the Add Role button

  4. Enter a Role Name and Description

  5. Click Save

Edit an Existing Role

  1. Click the action button next to the role you want to edit

  2. Click Details

  3. In the Role Privileges section, check or uncheck the privileges for that role

  4. Click Save