On the Enterprise Grid plan, you can create customized administrative roles to delegate specific tasks (like managing guests or viewing analytics) to people in your organization.
Hover over Tools & settings, then click Organization settings.
Choose People, then select Manage permissions.
Select Roles, then click Add Custom Role in the top right.
Choose a name and description for your role, then click Add Permissions.
Check or uncheck the boxes next to the permissions you’d like for your role, then click Add.
Click Save to finish.
Note: Additional permissions for custom roles will be released in the future. Stay tuned!
Assign custom roles
The Org Primary Owner and any org-level Roles Admins can assign roles to individuals or to IDP groups.
Click your organization name in the sidebar.
Hover over Tools & settings, then click Organization settings.
Choose People, then select Manage permissions.
Select Roles.
Next to the custom role you’d like to modify, click the three dots icon.
Click Assign people or Assign groups, then choose members or groups to assign.
Click Assign or Save to finish.
Manage custom roles
The Org Primary Owner and any org-level Roles Admins can edit a custom role to change it, or delete a role that’s no longer needed.
Click your organization name in the sidebar.
Hover over Tools & settings, then click Organization settings.
Choose People, then select Manage permissions.
Select Roles.
Next to the custom role you’d like to modify, click the three dots icon.
Click Edit role or Delete role and follow the prompts.
Click Save or Delete Role to finish.
Note: Org Owners and Org Admins can view a list of custom roles created for their organization and who is assigned to them, but can’t create or edit them.
Who can use this feature?
The Org Primary Owner and organization-level Roles Admins
