#Create Custom Roles
Create a custom role when system roles do not match your team’s exact access
needs.
Custom roles can be created for the workspace or for a project.
#Create a Workspace Custom Role
Workspace roles control workspace-level access.
To create a workspace custom role:
- Open the workspace Roles page
- Click Create Workspace Role
- Enter a Role Name
- Add an optional Role Description
- Select permissions
- Click Create Role
The role name is required and must not duplicate an existing role name.
#Workspace Permission Categories
Workspace custom roles use these permission groups:
- Visibility Permissions: browse projects, view users, view roles, view custom fields, view parameters, view integrations, view access tokens, view workspace settings, and view audit logs when available
- Project Coordination Permissions: view project membership, add users to projects, remove users from projects, and assign project roles
- Group Management Permissions: view groups, create groups, edit groups, and delete groups
Each permission can be selected individually. Use Select All or
Deselect All within a category when you want to change the full category at
once.
#Create a Project Custom Role
Project roles control access inside a project.
To create a project custom role:
- Open the project Roles page
- Click Create Project Role
- Enter a Role Name
- Add an optional Role Description
- Select project permissions
- Click Create Role
The role name is required and must not duplicate an existing role name.
#Project Permission Categories
Project custom roles include permission categories for:
- Requirements
- Test cases
- Test suites
- Shared steps
- Parameters
- Executions
- Releases
- Defects
- Custom fields
- Labels
- Roles
Most categories include View, Create, and Update permissions. Labels
also include Delete. Executions include permissions for creating and
updating executions and executing tests.
When a project custom role is created, Hawzu includes the required project
browse access so the role can open the project.
#Tips for Custom Roles
- Start with the smallest permission set that supports the user’s work
- Create roles around responsibilities, not individual people
- Use groups to assign the same custom role to several users
- Review custom roles regularly to avoid overlapping access
#Next Steps