---
title: "Enabling Custom Roles"
slug: "enabling-custom-roles"
updated: 2026-01-07T16:37:03Z
published: 2026-01-07T16:37:03Z
---

> ## 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.

# Enabling Custom Roles

District system administrators can create and manage **Custom Roles** as well as assign them to individual users within their staff profiles in **Management**. A system administrator can manually assign custom roles to users or import a list of staff members to which the custom roles will be applied. The latter option is best suited for large districts.

Districts participating in the Teacher Incentive Allotment program have the option to capture additional personnel information via the [**User Import tool**](/v1/docs/importing-user-accounts). These additional personnel fields are optional to fill out, but the fields must be included in the columns upon file upload. District administrators can use the importer to upload these staff information fields even if they are not planning to use custom roles.

## **Quick Guide**

1. Log in to **Eduphoria** and select **Management**.
2. Select the **Organization Settings** gear icon.
3. Choose **District Settings**.
4. On the **District Settings** screen, access the **Security** tab.
5. Under the **Enable Custom Roles** settings, choose **Use Built In and Custom Roles**.
6. Under the **Default new users to** settings, choose whether a user is granted **Built In Roles**or a **Custom Role** upon account creation.
7. 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 **Organization Settings** gear icon.

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

**Step 3:**From the resulting drop-down menu, choose **District Settings**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(253).png)

**Step 4:**On the **District Settings** screen, access the **Security** tab.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(399).png)

**Step 5**: Under the **Enable Custom Roles** settings, there are three options:

- Use Built in Roles Only
- Use Custom Roles Only
- Use Built In and Custom Roles

Choose **Use Built In and Custom Roles**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(398).png)

> [!NOTE]
> **Note:** **Use Custom Roles Only**is not recommended unless all users have been assigned a custom role.

**Step 6:**Under the **Default new users to** settings, choose whether a user is granted **Built In Roles**or a **Custom Role** upon account creation.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(397).png)

**Step 7:**Select the **Save** button at the top of the screen to save your changes.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(400).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.