To control what different team members can do in Pirros beyond the default Admin and Member roles, create custom roles with specific permissions.
Prerequisite: You need the Admin role with Create Custom Roles permission.
Create a Custom Role
Navigate to Settings → Firm Settings → Roles
The Settings page showing Firm Settings → Roles in the left sidebar. Click it to view existing roles and create new ones.
Click + New Role at the top right
The Roles page with the + New Role button in the top right. Click it to start creating a new custom role.
Enter a Role Name and check the permissions you want this role to have
The role creation dialog showing the Role Name field and a checklist of permissions. Check each permission this role should have — details access, upload rights, flag creation, analytics viewing, etc.
Click Save
Tip: Start from a pre-set template instead of building from scratch. Available templates:
Admin — full access to everything
Member — view, download, stash, and flag
View Only — browse content without downloading
IT — user management without content access
The template selector showing pre-built permission sets. Select a template to auto-fill permissions, then customize as needed.
Assign a Custom Role to a User
Go to Settings and click Users under Workspace Settings
The Settings page with Users in the Workspace Settings sidebar. Click it to see all users in this workspace.
Click Add to Workspace next to the user, then select the custom role
The role assignment dropdown showing all available roles including custom ones. Select the role you want and click Add to Workspace.
What Happens Next
The user's permissions update immediately. They see only the features and actions their role allows. You can change a user's role at any time from the same Users settings page.
Frequently Asked Questions
Q: Can a user have different roles in different workspaces?
A: Yes. Roles are assigned per workspace. The same user can be an Admin in one workspace and a View Only user in another.
Q: Can I edit a custom role after creating it?
A: Yes. Go to Settings → Roles, click the role, and modify its permissions. Changes apply immediately to all users assigned to that role.
Q: Can I delete a custom role?
A: Only if no active users are assigned to it. Reassign users to a different role first, then delete the custom role.
Q: What's the difference between Admin and a custom admin-like role?
A: The built-in Admin role has all permissions automatically. A custom role lets you be selective — for example, an admin-like role that can manage content but cannot invite or delete users.