Create, edit and delete custom roles

Who can build custom roles

Workspace Owners, and anyone whose workspace role includes Manage custom roles (workspace and project), can build workspace and project roles. A Workspace Owner can grant any permission; anyone else only the ones their own role has, and the rest are greyed out with "You can't grant this permission because your own role doesn't have it."

Custom roles belong to the workspace, so a custom project role can be given to anyone in any project of that workspace. Mammoth enforces them on the server like built-in roles. On a plan without custom roles, New Role shows the upgrade prompt described in When a feature isn't on your plan.

Create a custom role

1. In Workspace Settings → Roles & Permissions, click New Role (top right). The Create role panel opens.
2. Choose Workspace or Project at the top. Switching scope clears the permissions you've ticked.
3. Enter a Name, for example Sales reviewer.
4. Check the description. By default it's an Auto-generated description built from your ticks, for example "Manage the Data Library. View connections." Click Write my own to write one; Use auto switches back.
5. Under Select permissions, tick what the role should have. A section's box ticks every permission in it. The counter shows how many you've picked out of the total.
6. Click Create Role.

Mammoth shows "Role created", and the role appears as a column in the matrix, marked Custom. Create Role stays disabled until the role has a name and at least one permission; hover it to see why, for example "Enter a name and select at least one permission." A name already used in the same scope, including a built-in name such as Owner or Admin, shows "This name is already in use. Choose another."

Workspace permissions you can pick

Every custom workspace role can also open the workspace, and every custom project role the project it's given on, whatever you tick.

Project permissions you can pick

Permissions that tick another permission

Ticking a permission also ticks the read permission it needs. Unticking the needed permission unticks the ones that rely on it.

Edit a custom role

1. In Roles & Permissions, click Edit on the role's column.
2. In Edit role, change the name, description or permissions.
3. Click Save Changes. Mammoth shows "Changes saved".

The change applies to everyone who holds the role. Built-in roles have no Edit link and can't be changed. Closing with unsaved changes opens Discard changes?: "You have unsaved changes to this role. Discard them?" Click Discard or Keep editing.

Give someone a custom role

Custom roles appear in the same role pickers as the built-in roles, listed after them with their description.

Workspace Owners can assign any role. Anyone else can only assign a custom role whose permissions their own role has. Other custom roles are greyed out with "You can't assign this role because it has permissions your own role doesn't have."

Delete a custom role

1. In Roles & Permissions, click Edit on the role.
2. Click Delete Role.
3. In the dialog, for example Delete "Sales reviewer"?, click Delete role.

Mammoth shows "Role deleted". Deleting a role is permanent.

Limits

Troubleshooting custom roles

Related

• Roles and permissions: what the built-in roles can do, and how to read the matrix.
• Invite members: change someone's workspace or project role.
• Share a project and set project roles: roles from inside a project.
• Audit logs: who changed what.