Custom Roles

Custom Roles helps you create tailored permission sets for collaborators in DBSheet. It provides the tools you need to control access and actions more precisely, making permission management more efficient and helping you accomplish governance tasks with ease. With Custom Roles, you can add a custom role, configure collaborator management, data permissions, dashboard sharing permissions, automation creation and deletion permissions, and other feature permissions such as basic functions, extension tools, and scripts. You can also assign collaborators to a custom role and manage members under that role. Whether you're replacing fixed system role templates with more granular controls or updating permissions that take effect after saving, Custom Roles helps you stay productive and complete tasks efficiently. Choose the documentation below that best matches your needs to learn more.

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