Common questions about Custom Roles usually focus on role differences, when permission changes take effect, and why the role entry may not appear.
FAQ
What is the difference between a custom role and a system role?
- A system role is a preset permission template for quick assignment.
- A custom role can be adjusted across different permission tabs for more detailed control.
- If your team has different responsibilities, a custom role is usually more flexible.
Do permission changes take effect immediately after I save them?
- Adjust the role permissions you need.
- Click Save.
- After saving, the updated permissions take effect immediately. If needed, use Undo Changes before saving to discard the current edits.
Why can't I see the Add Custom Role entry?
- Confirm that you opened the target database and entered the Advanced Permissions panel.
- Check whether your account has permission to manage advanced permissions.
- If the entry is still unavailable, ask the database administrator to confirm your management scope.
Glossary
| Term | Definition |
|---|---|
| Custom Role | A role created by an administrator for a specific permission scope or responsibility. |
| Advanced Permissions | The permission management area used to manage roles, members, and feature access in a database. |
| Collaborator | A member who is added to the database to view, edit, or manage content. |
| Dashboard Permissions | Settings that control access to dashboards and related sharing actions. |
| Automation Permissions | Settings that control whether members can create, delete, or manage automations. |