Create a custom role

Last updated Jul 2, 2025 Settings

AI summary

Create a custom role when the built-in roles do not fit your needs. You need the Manage roles permission; then enter a name, description, and select the specific permissions the role will have.

Create a custom role when the built-in roles give a user too much or too little. A custom role has a name, a description and exactly the permissions you choose.

Before you begin

Your role needs the Manage roles permission, which only the Owner role has. See Rencore roles.

Steps

Go to Settings > Users & Roles.
Click Roles, then click Add Role.
Enter a Name and a Description for the role.
Select the permissions the role gets.
Click Save.

What you see

The new role is listed under Roles, and you can pick it when you assign a user a role.

Frequently asked questions

When should I create a custom role instead of using a built-in role?

Create a custom role when the built-in roles give a user too much or too little access. A custom role has a name, a description and exactly the permissions you choose.

Which permission do I need to create a custom role?

You need the Manage roles permission. Only the Owner role has this permission.

How do I add a custom role in settings?

Go to Settings > Users & Roles, click Roles, then click Add Role. Enter a Name and a Description, select the permissions the role gets, and click Save. The new role then appears under Roles.

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