Adding and Managing Custom User Roles

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Last reviewedJun 22, 2026

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You must be an organization Admin Manager in Claim Maker to create and manage Custom Roles and Permissions. Below are steps for adding, managing, and removing custom roles in Claim Maker

Adding a Custom Role

Navigate to the Admin Manager area for your organization by clicking on your profile in the upper right corner and selecting 'Admin Manager'
Select the 'Roles' tab and then click 'Create Role'

Name the role, select permissions for each View in Claim Maker and click 'Create'

Once the role is created, use the 'Assign Users' button to add users to this role. Clicking the drop down will display users available to assign to the role. NOTE: Users must already be authenticated and a part of the organization to assign a role

Manage Roles

Once your role is created, you can edit the name and permissions for this role. NOTE: this will change permissions for ALL users who have been assigned the role.

Remove a Role Permanently

To Remove a role you must first remove all user assignments for the role – to do this open the role and change the assignment for all users listed. Then select remove.

Adding and Managing Custom User Roles

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Adding a Custom Role

Manage Roles

Remove a Role Permanently