Custom Roles
Estimated reading time: 5 minutes
The five built-in roles cover most use cases, but if you need more granular control, create custom roles with exactly the permissions you want.
Plan Requirement
Custom roles are available on Professional ($199/mo) and Enterprise ($999/mo) plans.
When to Use Custom Roles
Custom roles are useful when built-in roles do not fit your team structure. Common examples:
- Data Steward — can manage data sources but not create reports
- Report Consumer — can view reports and export but not create or edit
- Department Lead — can manage users in their workspace but not organization-wide
- External Consultant — read-only access to specific dashboards with no goal or workspace access
Creating a Custom Role
Go to Settings > Organization > Roles
Click Create Role
Enter a role name and description
Check the individual permissions you want this role to have. Permissions are grouped by category (e.g., User Management, Data Management, Analytics, Reports, Goals, Billing, Security) for easy browsing. You can select or deselect entire categories at once.
Click Save
Managing Custom Roles
Custom roles appear alongside built-in roles in the role management page. You can edit permissions at any time — changes apply immediately to all users with that role. The role management page also shows a permission matrix so you can compare permissions across all roles at a glance.
Limitations
- You cannot modify the five built-in roles — only create new custom ones
- Custom roles cannot have more permissions than the Owner role
- Role names must be unique within your organization
Related
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