Custom Roles

If Union's built-in roles are not fitting for your business' permissions, you can create a custom role that gives the permissions to the right groups of individuals in your organization. Visit our video tutorial to see how to create a custom role and some examples of custom roles you may want to create (i.e admin role and excluded from being BCC'd on default emails, elevated front desk, elevated teacher).


This article will guide you on:

  • How to create a custom role
  • How to assign a custom role
  • Create a custom Admin role (do not receive blind carbon copies)


Create a Custom Role

Steps to Complete

Visual Support

  1. Head on over to People > Roles > Add New Role.


  1. You'll then have the option of giving your new role a name that makes sense for your business. You'll then want to pick an existing role to start from to base permissions on.


  1. Once you click Create Role you can now add or remove different permissions. Union breaks out our default roles and includes check boxes with all permissions that make up each role. For example, we started our studio manager role with a Teacher role. All permissions that make up a Union default teacher role are automatically selected. You can choose to deselect any permission.


  1. To customize our Studio Manager role, we need to add some admin permissions. You'll want to click each check box that is applicable to your custom role.


Assign a Role

Steps to Complete

Visual Support

  1. Pull the account up in Union by using the global search feature at the top of the screen.


  1. Click the drop-down arrow at the top of the account and click Edit.


  1. Click the check box to change the role and choose Update Membership.


  1. When an account is updated with your custom role, you will now see it broken out when you visit People > All People.


Create an Admin Role that do not receive Blind Carbon Copies (BCC)

Out of the box, Union does not include blind carbon copies of emails to admins in your org. If there are certain admins who request a BCC for all (or certain) emails sent from Union but have others who wish to not receive them, you can create a customer role.

When creating your custom role, you will want to uncheck one (or all) of the following:

  • Receive Copies of Appointment Registrations
  • Receive Copies of Order Receipts
  • Receive Copies of Payment Plan Failures
  • Receive Copies of Payment Plan Payments
  • Receive Copies of Subscription Cancelation

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