Custom Roles & Permissions

Custom Roles

If the built-in roles don't meet the specific needs of your organization, you can create your own custom roles. Just like built-in roles, you can assign custom roles to users. Custom roles can be shared across all users within the customer. Custom roles can be created using Roles tab on user settings dialog.

Custom Role Example

The following shows what a custom role looks like on the UI. This custom role can be used to restrict delete operations among queries/widgets/datasource and many other things.

When you create a custom role, it appears in the roles list with system flag as false.

Steps to create a custom role

1. Steps to create a custom role

   When you create a custom role, you need to know the provided operations that are available to define your permissions. To view the list of operations, you can use list that is available as soon as your press on Add Role button. Each permissions has a clarification message that explains what the role does, in case you still have questions you contact your product partner and we'll change the message to be more explicit on the matter. To specify permissions that you need simply check them from the list. Remove All & Select All buttons should help you to enable & disable all roles in the list.

2. Create the custom role

   You can use Add Role dialog to create the custom role. Typically, you start with an existing built-in role, copy it and then modify it for your needs. Then you just simply save it and preview created role in the list.

3. Test the custom role

   Once you have your custom role, you have to test it to verify that it works as you expect. If you need to make adjustments later, you can update the custom role.

For a step-by-step tutorial on how to create a custom role, see