Managing Custom Roles

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Use the Roles page to review system and custom roles, filter by role type, and update custom-role permissions.

Review the Roles Page

Each role card shows:

Select a role to open its details view.

Use the filters area to:

Filtering by Custom is the quickest way to find roles your team can edit.

System roles are built-in roles. Their details view can show allowed actions, restricted actions, and special rules.

System roles do not show custom-role edit and delete actions. Use them as reference roles when deciding whether a custom role is needed.

To edit a custom role:

The role name is required. The save action is available only after something has changed.

Workspace custom roles can include:

Each permission can be turned on or off. Category controls let you select or deselect all permissions in that category.

Project custom roles can include permissions for project work such as:

Changing permissions affects users who are assigned the role directly and users who inherit the role through groups.