User roles

Define access templates and permission sets for internal team members.

The User roles tab defines access templates and permission sets for your internal team members. Good role design is the foundation of security, accountability, and operational separation.

Where it lives: Sidebar → User Configuration → User Roles.

The User Roles tab - existing roles with their capability counts, plus Add New.

The list shows every role your firm has created, with its Name, Description, and Capabilities count. Search by name or description, click Add new to create a role, or the pencil icon to edit one.

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Creating or editing a role

Editing a role - details plus the capability toggles, grouped by area.

Settings - pick an optional Template (see below), a Name (required), and a Description.

Capabilities - toggle exactly what the role can do, grouped by area:

Area	Capabilities
Challenges	Manage challenges · Read challenges
Tickblaze Manager	Read Tickblaze Manager
Symbols	Manage symbols · Read symbols
User Roles	Assign user roles · Manage user roles · Read user roles
Users	Create users · Deactivate users · Manage user notes · Read users · Update users

Grant each capability deliberately: Manage allows create and edit; Read is view-only. For example, a support role might get Read challenges, Read symbols, Read users, and Manage user notes - but not Manage challenges or Deactivate users.

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Role templates

The Template dropdown lets you start a role from a Tickblaze-provided preset. Tickblaze creates these templates; your firm chooses whether to use one. For example, a Support template applies a ready-made support-agent capability set (review data and make basic adjustments) - select it instead of toggling every capability by hand. Choose No template to build a role from scratch.

Want a custom template built for your firm? Reach out to your Tickblaze contact.

See the Permission matrix for guidance on which actions suit which level of trust. It covers sensitive operations rather than these capability toggles one-for-one, so treat it as a companion to this page, not a mapping of it.