Managing Roles

When the built-in roles don’t fit, create your own. You need roles:write to create and edit roles, and roles:read to see them.

Create a custom role

On Team → Roles, click New role.

1. Role type:
   • Workspace role: assigned to members and groups across the whole workspace.
   • Folder role: granted on specific folders from their Manage access panel.
2. Start from: a Blank role, or copy an existing role’s permissions.
3. Name, for example Content reviewer, and a Role key (letters, numbers, spaces, dashes or underscores, such as content_reviewer).
4. A Description that explains who it’s for. It appears wherever the role is picked.
5. Tick the Permissions.

Note

You can only grant permissions you hold yourself. Permissions you don’t have are disabled in the list.

Click Save. The role appears under Custom (or Folder roles).

Edit a custom role

Select the role, change its permissions and click Save permissions. Changes apply to everyone who holds the role as soon as you save. Use Discard to abandon unsaved edits. Built-in roles can’t be edited. Duplicate one to start a customised copy.

See who holds a role

The Holders tab lists the members and groups that have the role. A role nobody holds says Nobody holds this role, with a hint: assign it from the Members or Groups tab (workspace roles) or grant it on a folder from that folder’s Manage access panel (folder roles).

Compare roles

Compare shows two or more roles side by side with every difference highlighted, which helps you pick a role before assigning it.

Delete a role

Open the role’s ⋯ menu and choose Delete. People who held it lose what it granted. Stratos asks you to confirm.

Related

• Roles & Permissions
• User Groups