Create and manage custom roles

Learn how to create, edit, delete, and assign custom roles.

Custom roles let you build tailor-made roles to meet the needs of your team. Select a base role (e.g., Designer), then choose any additional permissions you want to add. Selecting a base role doesn’t select any of the permissions shown in the additional permissions list.

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 might 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.

You can use custom roles for these scenarios and other combinations of responsibilities and permissions.

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.

1. Reviewer — review designs and leave comments
2. Content editor — make changes to text, images, and CMS items
3. Marketer — build pages with pre-designed components
4. Designer — design with classes, components, and interactions

Next, you can optionally turn on additional permissions for the custom role. 

Once a custom role is saved, you can assign it to existing team members 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:

1. Go to Settings > Team > Roles
2. Click Create custom role
3. Enter a Role title (required)
4. Enter a Description (required)
5. Choose a base role (e.g., Marketer)
6. Choose additional permissions you want to add
7. Click Create

How to edit a custom role

From the dashboard:

1. Go to Settings > Team > Roles
2. Click the Options icon to the right of a custom role
3. Click Edit role
4. Make your desired changes
5. 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:

1. Go to Settings > Team > Roles
2. Click the Options icon to the right of a custom role
3. Click Delete role > Delete role

How to assign a custom role

How to assign a custom role at the workspace level

1. Go to Settings > Team > Users
2. Click the Role dropdown for a member
3. Choose their new role
4. Click Update role

How 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:

1. Go to Site settings > Site access
2. 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:

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!