Learn how to create, edit, delete, and assign custom roles.
Note
Custom roles are available for Enterprise customers and partners.
Custom roles let you build tailor-made roles to meet the needs of your team. You select a base role (e.g., designer) and toggle additional permissions on or off to match a team member’s specific responsibilities.
For example, you might have a junior designer who needs to publish a site to staging for test purposes, but shouldn’t be allowed to publish to production. Or, you have a content editor who should only be able to publish CMS items to production, but not the entire site. Maybe you have a growth marketer whose changes should always be approved before going live.
With custom roles, you have a solution to those scenarios and so much more!
About building a custom role
First, you’ll pick a base role. The base role is a set of permissions that act as the foundation for your custom role. Each subsequent base role includes the permissions from the previous role.
-
Reviewer — review designs and leave comments
-
Content editor — make changes to text, images, and CMS items in edit mode
-
Marketer — build pages with pre-designed templates and components in build mode
-
Designer — design with classes, components, and interactions in design mode
Next, you can optionally add additional permissions to the custom role. These permissions are available:
Permission available |
Reviewer |
Content editor |
Marketer |
Designer |
Approve changes |
✅ |
✅ |
✅ |
✅ |
Manage site settings |
|
✅ |
✅ |
✅ |
Publish CMS items to production |
|
✅ |
✅ |
✅ |
Publish site to staging |
|
✅ |
✅ |
✅ |
Publish site to production |
|
✅ |
✅ |
✅ |
Make changes without approval |
|
|
✅ |
✅ |
Manage classes & variables |
|
|
|
✅ |
Create & modify components |
|
|
|
✅ |
Once a custom role is saved, you can assign it to team members at the Workspace level, the site level, and during the invite process.
How to create a new custom role
Consider what permissions each team member might need to accomplish their day-to-day tasks, then create custom roles that purposefully target those needs. Workspace owners and admins can create up to 20 custom roles. Delete unused custom roles to reduce clutter from the role assignment list.
Make sure custom roles have meaningful names and descriptions that are easily understood by everyone on your team, as they’ll appear throughout the interface (e.g., site access pages and invite flows).
From the dashboard:
- Go to Settings > Team > Roles
- Click Create custom role
- Enter a Role title (required)
- Enter a Description (required)
- Choose a base role (e.g., Marketer)
- Choose additional permissions you want to add
- Click Create
How to edit a custom role
Note
Changes made to a custom role are applied to any team members already assigned that role.
From the dashboard:
- Go to Settings > Team > Roles
- Click the Options icon to the right of a custom role
- Click Edit role
- Make your desired changes
- Click Save
How to delete a custom role
A custom role can’t be deleted if it’s currently assigned to a team member at the site level. If a team member is assigned a custom role you want to delete, first assign them a different role.
From the dashboard:
- Go to Settings > Team > Roles
- Click the Options icon to the right of a custom role
- Click Delete role > Delete role
How to assign a custom role to a team member
To assign a custom role at the Workspace level:
- Go to Settings > Team > Users
- Click the Role dropdown for a member
- Choose their new role
- Click Update role
To assign a custom role at the site level:
Learn how to add a team member to a site and set their site role. To update a team member’s role:
- Go to Site settings > Site access
- Choose a Site role for a listed team member
Custom roles replace Enterprise-specific roles and publishing toggle
The previously available limited designer role, designer (needs approval) role, and Can publish permission toggle are replaced by custom roles.
If your Workspace leveraged those roles or toggle, new custom roles will be automatically created that match those permissions and assigned to applicable team members. Team members that are automatically assigned a custom role will experience no interruption or visible changes to their workflow. Going forward, you can further tailor each role to fit your exact needs.
These permissions are configured for the limited designer and designer (needs approval) custom roles:
Permission configured |
Limited designer: Designer base role |
Designer (needs approval): Designer base role |
Approve changes |
|
|
Manage site settings |
|
|
Publish CMS items to production |
☑️ |
|
Publish site to staging |
|
|
Publish site to production |
|
|
Make changes without approval |
☑️ |
|
Manage classes & variables |
|
☑️ |
Create & modify components |
|
☑️ |
Feedback is welcomed
Custom roles will be enhanced and expanded upon as we release new features with new permissions. If you’d like to see additional permission options added, reach out to your customer success manager to share your feedback!