Creating a Role

Overview

Create a custom role when the built-in roles do not match the access pattern your team needs.

Who can use this

You need role:add.

Before you begin

Plan the role before creating it:

• Role name.
• Short description.
• Product privileges.
• Whether users need read-only or read/write access.

Create a custom role

1. Open Organization > Overview.
2. Select Roles.
3. Select Add Custom Role.
4. In Role Name, enter a clear name.
5. In Description, enter a short description.
6. In the privileges table, expand the product areas you want to configure.
7. Select the required permissions in the Permissions column.
8. Select Add.

Expected result

The role appears in the roles table with ROLE TYPE set to Custom.

Notes and limitations

• Role Name is required.
• Description is optional in the UI.
• The privilege table disables permission checkboxes that do not map to a supported permission key.
• Selecting a parent product area can select supported child privileges for the same permission.

Troubleshooting

If the custom role does not appear, refresh the Roles tab and check for validation errors.

If a permission checkbox is disabled, that permission is not supported for the selected privilege.