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Creating & Managing Custom Roles

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Admin users can create custom roles to fine-tune the permissions for certain users for more precise control over the access of your users.

 

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About Custom Roles

Custom roles allow you to manage access to restricted data sources. Members with a custom role are able to:

  • access public data sources as well as restricted data sources that are assigned to them
  • add restricted data sources
  • share restricted data sources with other custom users with the same permissions

 

Creating a New Custom Role

To create a custom role:

info_icon.png Only Administrators can create custom roles.
  1. Go to:  Profile Menu > Administration

    Select_Administration.png

  2. Select Roles and permissions, then click Create a role.
    The Create a custom role modal will be displayed.

    Select_Roles_-_Create.png

  3. Name the custom role.
    tip_icon_-_small.png As an example, if you’re granting permissions to members of the product team you could enter, “Product Team,” and then select the members you’d like to add to your “Product Team” custom role.
  4. Select Members to assign to the custom role.Select the restricted Data Source(s) all Members within the role will be able to access.

    info_icon.png Members will automatically have access to unrestricted data sources.
    For information about restricted data sources, please refer to Adding & Removing a Restricted Data Source.

  5. Click Save Role.

 

Managing a Custom Role

To manage a custom role:

  1. Go to:  Profile Menu > Administration

    Select_Administration.png

  2. Select Roles and permissions, then click Manage next to the custom role you wish to edit.
    The Manage a custom role modal will be displayed.

    Select_Roles_-_Manage.png

  3. Make the necessary edits, then click Update Role.

    info_icon.png Members will automatically have access to unrestricted data sources.
    For information about restricted data sources, please refer to Adding & Removing a Restricted Data Source.