Roles & Permissions

Use Roles & Permissions to control who can view, edit, publish, or delete information in your workspace. You can customise roles or clone existing ones to fit your governance model.

Create or clone a role

1. Open Settings › Roles & Permissions.
2. To duplicate a role, open Quick Actions › Clone Role next to an existing role.
3. Or select Create Role to start from scratch.
4. Enter a Role name and (optionally) a description.
5. Select Define Permissions to set per-domain rights (for example: Products, Batches, Events, Files, Users, Access Keys).
6. Select Save to apply the new or updated role.