The Custom Roles feature is a powerful addition that gives firms precise control over user permissions beyond the default Admin and Member roles. With this functionality, you can define custom user roles tailored to specific responsibilities or access levels. Whether you need to differentiate between downloading standard details, project-specific details, or reference-only details, Custom Roles allow you to fine-tune access to match your team's unique workflow. Once a custom role is created, it's easy to assign to users—ensuring they only have access to the actions they are authorized to perform.
Create a Custom Role
To create a custom user role, follow these steps:
Navigate to Settings → Firm Settings → Roles:
Click + New Role at the top right:
Add a Role Name and checkmark the exact permissions you would like to apply to the role:
Click Save.
You can also choose between pre-set templates of permissions for different roles:
Admin
Member
View Only
IT
One advantage of using a pre-set template is that it automatically assigns the correct permissions to each role, saving you the time and effort of reviewing and configuring them manually.
Assign Custom Roles to User Profiles
Navigate to the Settings by clicking on the gear icon at the top right corner:
Click Users:
Click Add to Workspace.
Select their role:
Click Add to Workspace.