Custom Roles
A custom role is a role your organization creates itself, by choosing which permissions it includes.
When to use one
Use a custom role when the roles that come with Governance give too much, or too little, for a group of people. For example, a role that can view and edit agents but cannot manage users.
Rules
- A custom role belongs to your organization and can't be used by others.
- The name must be unique within your organization.
- It can only include permissions that exist.
- Creating or changing one needs the Governance Editor permission.
- Changes to a custom role's permissions are recorded in the change log.
After you create it
A custom role does nothing until you assign it. Assign it to a user or a team like any other role. See Role assignments.