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 → Access & Identity → Roles
Click + New Role at the top right
Enter a Role Name and check the permissions you want this role to have
Click Create
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
Navigate to Settings → Firm → Access & Identity → Users
Click Edit next to the user, then +Add Workspace, then select the custom role
Click Save
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 → Firm → Access & Identity → Roles, click Edit by 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.