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.

Permissions Matrix

Use this matrix to configure roles and access keys. Toggle permissions per resource (domain) and action.

Resource	Read	Create	Update	Delete	Publish	Manage	Notes
Products & DPPs	✅	✅	✅	✅	✅		Publish controls DPP visibility.
Batches	✅	✅	✅	✅			Batch DPP publishing may be separate in your environment.
Events	✅	✅	✅	✅			Events appear in the DPP journey.
Files (documents)	✅	✅	✅	✅			Library used across products.
Templates	✅	✅	✅	✅			Controls available fields/sections.
Users	✅		✅				Read/Update commonly available; creation via invites.
Roles	✅	✅	✅	✅		✅	Includes Clone Role and Define Permissions.
Access Keys	✅	✅	✅	✅		✅	Use least-privilege scopes per integration.
Organizations	✅		✅	✅		✅	Admin-only in most setups.

tip

Your environment may include additional event types. If needed, use a descriptive Title/Notes field to clarify the milestone.