---
title: "Creating a Custom Role"
slug: "creating-a-custom-role"
updated: 2026-03-11T18:16:35Z
published: 2026-03-11T18:16:35Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Custom Role

Custom roles allow districts to create tailored sets of permissions that go beyond the default user roles provided by the system. These roles are designed to match the unique responsibilities of staff members whose duties don’t fit neatly into standard categories like Teacher or Administrator. To manage settings for custom roles, see [Enabling Custom Roles](/v1/docs/enabling-custom-roles).

## **Quick Guide**

1. Log in to **Eduphoria** and select **Management**.
2. Select the the **Security Settings**gear icon.
3. Choose **Create Custom Role**.
4. Enter a **Name** and **Description** for the new role.
5. In the **Limit Role** section, choose **Limit to user’s schools**to restrict rights to the school-level or **District level**to grant rights for all schools in the district.
6. Select **Create**.
7. Select the **Rights** tab and choose which rights to assign to the role.
8. Select **Save**.

> [!TIP]
> **Next Steps:**You can now assign custom roles to users. Depending on the number of users you need to update, you can [manually assign users in Management](/v1/docs/user-account-management) or [select **Import Users**](/v1/docs/importing-user-accounts). The User Import tool allows you to upload a spreadsheet of users with the custom role assigned automatically to them.

## **Illustrated Guide**

**Step 1:** Log in to **Eduphoria** and select **Management**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/management(1).png)

**Step 2:**From the main menu, select the **Security Settings**gear icon.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/menu-security-settings.png)

**Step 3:**From the resulting drop-down menu, choose **Create Custom Role**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(254).png)

**Step 4:** On the **General**tab of the **Create a New Custom Role**screen, enter a **Name** and **Description** for the new role.

**Step 5:**In the **Limit Role** section, choose one of the following options:

- **Limit to user’s schools** – Grants rights only to data at the specific schools to which the user is assigned.
- **District level** – Grants rights to data across all schools district-wide.

> [!NOTE]
> **Note:**When you add a right to a custom role for which the **Limit Role** setting is set to **Limit to user’s schools**, users with the custom role gain access to that right only for the schools to which they are assigned. If a user needs access to district-wide data, do one of the following:
> 
> - Grant the right to the individual user account from the [Users](/v1/docs/users) screen.
> - Set **Limit Role** setting to **District level**. Do this only if all users with this role require district-level access for all rights applied to the role.
> - Create a new custom role specific to district-level users.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(256).png)

**Step 6:**Select **Create**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(257).png)

**Step 7:**Upon creating the new custom role, the **Rights** tab appears. On the **Rights**tab, select the checkbox for each right that you want to assign to users who are granted this role.

If you have enabled the role at the district level, any rights you add to the role apply at the district level, allowing that user to have access to data for all schools.

![rights_assigned_to_custom_role.png](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/14632923109527.png)

> [!NOTE]
> **Note:** If you do not want staff to have access to all schools for **Strive** evaluations, then do not include Strive rights on a district-level custom role. You can add the Strive rights in **Management** after the staff is assigned the custom role.

**Step 8: Save** your selections.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(258).png)

> [!TIP]
> **Next Steps:**You can now assign custom roles to users. Depending on the number of users you need to update, you can [manually assign users in Management](/v1/docs/user-account-management) or [select **Import Users**](/v1/docs/importing-user-accounts). The User Import tool allows you to upload a spreadsheet of users with the custom role assigned automatically to them.