Create a Custom Role

Learn how to create custom roles from fine-grained permissions.

Create custom roles from the finest grained permissions to fit your organization’s needs.

Create a Custom Role

1. Go to Roles

   Go to Admin > Roles.

2. Click Create

   Click Create to create a custom role.

3. Configure the role

   Give the role a name, and add the relevant permissions. For each permission you can select one or several types:

   • Reader - Can view the type of resource that the permission handles
   • Creator - Can create the type of resource that the permission handles
   • Editor - Can edit (which includes reading and creating) the type of resource that the permission handles
   • Admin - Have all permissions for this type of resource
4. Save the role

   You can add as many permissions and permission types as you need to one role.

Only the creator and reader permissions types are meaningful to combine for the same type of resource. For all other combinations, one type of permissions includes the other.

To give the custom role to a user or group, create a policy.

Related Resources

Roles Reference

Deep dive into role configuration

Create Policies

Assign roles to users and groups

Invite Users

Add new users to your organization