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How do I create a custom permission set?

In NationBuilder, you have complete control over which features are accessible by your team members. By creating a “permission set,” you can customize your nation’s control panel for each type of user without being pigeon-holed into pre-set “categories” or “levels.”

When you create a new nation, two permission sets are created -- "Admin" and "staffer" -- and as the owner of the nation, you are given admin permission. The admin permission set grants unrestricted access to your nation's control panel and is not customizable.

By default, the staffer permission set does not have access to the Settings area of your nation nor can a staffer change a person's party affiliation. When you go to Settings > Defaults > Permission sets, you can customize the access level of the "staffer" permission set.

To create your own, custom permission sets:

  1. Navigate within your Control Panel to Settings > Defaults > Permission sets.

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  2. Choose the a name for your new permission set and click “Create permission set.”

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  3. Your new permission set has been created. Now it's time to customize it.

    Below the title of your permission set is a list of “switches,” one for each feature or functionality. Toggle the switches to enable or disable access to each feature for your custom permission set.

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  4. That’s it. You’re done.

Additional Information

  • Learn how to grant someone permission to access your control panel.
  • Learn more about the various configurable permissions and what — exactly — they allow.
  • People with access to "billing and addons" have the ability to pause or shut down your nation.
  • You can create up to five custom permission sets, plus the "Admin" permission set. 
  • Only admins can change a user's password in the control panel. A user can change her own password by clicking the 'Forgot your password?' link at the bottom of a login screen.
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  • commented 2014-03-29 15:43:59 -0700 · Flag
    This change to permission sets has broken the old hierarchy of permissions. Lists I had shared with Leaders used to be also visible to Staffers. Now these are separate unrelated permission sets, so that I cannot share a list with both groups.

    Any suggestions on how to fix this?
  • commented 2013-11-07 09:13:29 -0800 · Flag
    The current maximum number of permission sets is 5, plus the “Admin” permission set
  • commented 2013-11-06 13:28:13 -0800 · Flag
    Is there a maximum number of permission sets that can be created?
  • commented 2013-11-06 13:10:06 -0800 · Flag
    This is awesome.
  • commented 2013-10-03 22:31:02 -0700 · Flag
    Soooo happy about this! :D
  • commented 2013-10-01 11:15:54 -0700 · Flag
    Hey Marnie — It looks like your point person (Thomas) has already checked in with you via email about this. Let me know if there’s anything else we can do to help!
  • commented 2013-09-30 17:13:21 -0700 · Flag
    I did this for a volunteer, but he can’t see the list I shared with him. :(