Custom Roles and Permissions - Adriel Knowledge Base

Custom Roles and Permissions is an optional paid add-on that must be enabled separately for each workspace. Workspaces without the add-on continue to use Admin, View & Edit, and View Only with their existing permissions and role assignments. Roles & Permissions does not appear in Settings unless the add-on is enabled.

Custom roles provide more granular control over what workspace members can do. They are useful when the built-in roles are too broad. For example, a custom role can allow a member to edit dashboards without managing connection credentials or workspace members. Role permissions control actions, while access to teamspaces, dashboards, folders, and data sources is managed separately. Only members with the Admin role can manage roles and permissions.

Create and configure a custom role

A workspace can have up to 10 roles, including the built-in roles.

Create a role from scratch

Open Roles & Permissions

From Settings, select Roles & Permissions.

Create a role

Click New role. Enter a Name and an optional Description, then click Create.

Configure permissions

Enable the actions that members assigned to the role can perform.

Save the role

Click Save.

Start from an existing role

Any role except Admin can be duplicated. A duplicated role uses the same description and permission settings as the original role.

Duplicate the role

Open Role actions for the role, then select Duplicate. A copy appears in the role list.

Edit the copy

Open Role actions for the duplicated role and select Edit. Update its Name, Description, or permissions.

Save the role

Click Save.

Assign roles to members

Assign a role to one member

Open Members

From Settings, select Members.

Select a member

Select the member whose role needs to be changed.

Choose a role

Under Role, select a built-in or custom role.

Save the change

Click Save.

Assign a role to multiple members

Select members

From Settings > Members, select the checkboxes next to the members whose roles need to be changed.

Change the role

Click Change role.

Choose a role

Under Select a role, choose the role to assign to all selected members.

Save the changes

Click Save. The selected role replaces each member’s current role.

Manage roles

Only custom roles can be edited or deleted. Built-in and custom roles can both be reordered. After editing, reordering, or deleting a role, click Save to apply the changes.

Edit a custom role

Open Role actions for the custom role and select Edit. Update its name, description, or permissions.

Reorder roles

Drag roles into the preferred order. Placing a role next to the Capability column makes its permissions easier to review and edit.

Delete a custom role

Open Role actions for the custom role and select Delete. If the role is assigned to members, select a replacement role before saving. The replacement role is assigned to those members when the changes are saved.

Permission reference

Permissions are organized by the type of workspace action they control.

Category	Permission	Allows members to
Connection	Create & Edit Connection Credentials	Create and edit credentials used to connect data sources.
Connection	Delete Connection Credentials	Delete connection credentials.
Connection	Create & Edit Data Sources	Connect and edit data sources.
Connection	Delete Data Sources	Delete data sources.
Members	Invite Members	Invite members to the workspace.
Members	Manage Members	Edit or remove workspace members.
Teamspace	Create & Edit Teamspaces	Create and edit teamspaces.
Teamspace	Delete Teamspaces	Delete teamspaces.
Dashboards & Folders	Create & Edit Dashboards & Folders	Create and edit dashboards and folders.
Dashboards & Folders	Delete Dashboards & Folders	Delete dashboards and folders.
Metrics & Breakdowns	Create & Edit Teamspace Custom Metrics & Breakdowns	Create and edit custom metrics and breakdowns within a teamspace.
Metrics & Breakdowns	Delete Teamspace Custom Metrics & Breakdowns	Delete custom metrics and breakdowns within a teamspace.
Metrics & Breakdowns	Create & Edit Workspace Custom Metrics & Breakdowns	Create and edit workspace-level custom metrics and breakdowns.
Metrics & Breakdowns	Delete Workspace Custom Metrics & Breakdowns	Delete workspace-level custom metrics and breakdowns.
Metrics & Breakdowns	Manage Metric Display Names	Edit metric display names.
Sharing & Export	Create & Edit Shareable Links	Create and edit shareable links.
Sharing & Export	Delete Shareable Links	Delete shareable links.
Sharing & Export	Export Data	Export data from Adriel.
Sharing & Export	Manage Scheduled Exports	Create, edit, and delete scheduled exports.
Alerts	Create & Edit Alerts	Create and edit alerts.
Alerts	Delete Alerts	Delete alerts.
Workspace	Manage Workspace Settings	Edit workspace settings.
Workspace	Manage Roles & Permissions	Manage workspace roles and permissions. Available only to members with the Admin role.
Campaigns	Enable & Disable Campaigns	Enable and disable campaigns.
Spend Rules	Manage Spend Rules	Create, edit, and delete spend rules.

Managing members

Invite members, assign roles, and organize them into teams.

Permissions and access

Understand how workspace roles and resource access work together.

​Create and configure a custom role

​Create a role from scratch

​Start from an existing role

​Assign roles to members

​Assign a role to one member

​Assign a role to multiple members

​Manage roles

​Edit a custom role

​Reorder roles

​Delete a custom role

​Permission reference

​Related

Managing members

Permissions and access

Create and configure a custom role

Create a role from scratch

Start from an existing role

Assign roles to members

Assign a role to one member

Assign a role to multiple members

Manage roles

Edit a custom role

Reorder roles

Delete a custom role

Permission reference

Related