> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adriel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Roles and Permissions

> Create custom roles, configure action permissions, and assign roles to workspace members.

> [!NOTE]
>
> **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

**1. Open Roles & Permissions**

From **Settings**, select **Roles & Permissions**.

**2. Create a role**

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

**3. Configure permissions**

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

**4. 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.

**1. Duplicate the role**

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

**2. Edit the copy**

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

**3. Save the role**

Click **Save**.

## Assign roles to members

### Assign a role to one member

**1. Open Members**

From **Settings**, select **Members**.

**2. Select a member**

Select the member whose role needs to be changed.

**3. Choose a role**

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

**4. Save the change**

Click **Save**.

### Assign a role to multiple members

**1. Select members**

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

**2. Change the role**

Click **Change role**.

**3. Choose a role**

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

**4. 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. |

## Related

> [card] [Managing members](https://docs.adriel.com/workspace-and-access/managing-members.md)
>
> Invite members, assign roles, and organize them into teams.

> [card] [Permissions and access](https://docs.adriel.com/data-sources/managing/permissions-and-access.md)
>
> Understand how workspace roles and resource access work together.


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