Create a Custom Role

A custom role is a role you build for your organization from existing permissions. Use it when the ready-made roles give too much or too little access.

You create custom roles in the Custom roles section of the Governance portal. You need the Governance Editor permission on the organization.

Steps

1. Open Custom roles and create a new role.
2. Enter a name.
3. Choose the permissions the role should include.
4. Save.

Rules

• The name must be unique in your organization.
• Every permission you choose must exist. You can only pick permissions that applications have defined.
• The organization must be active.

Use the role

Once saved, you can assign the role to users and teams like any other role.

Good to know

• Adding or removing permissions later updates the role as a whole.
• Creating and changing custom roles is recorded in the change log.

Related

• Custom roles
• Roles
• Permissions