How to Use WPS Custom Roles on Windows

Last updated:July 22, 2026

Use Custom Roles with 3 indexed topics, including 3 free topics and 0 membership-related topics, to create roles, configure permissions, and assign collaborators.

How-to Index

No.TopicMembership
11. Add a Custom RoleFree
22. Configure Role PermissionsFree
33. Add Collaborators to a Custom RoleFree

How-to Guide

1. Add a Custom Role

Entry: Advanced Permissions at the top right → left navigation → + Add Custom Role

  1. Click Advanced Permissions at the top right.
  2. In the Advanced Permissions dialog, click + Add Custom Role in the left navigation.
  3. After the role is created, it appears under the Custom Roles section in the left panel.
  4. Select the role name to open its configuration page.

Success Criteria

  • The new role appears in the left navigation.
  • You can continue to switch between permission tabs for that role.

Tips While Using

  • If the Advanced Permissions panel is not open, the role creation entry will not appear.
  • Make sure your account can manage permissions for the current database.

2. Configure Role Permissions

Entry: Advanced Permissions dialog → Custom Role → permission tabs

  1. Select the target custom role.
  2. Switch to the tab you want to configure on the right side.
  3. Adjust settings for Collaborators, Data Permissions, Dashboard Permissions, Automation Permissions, and Other Function Permissions as needed.
  4. Click Save at the bottom right.

Success Criteria

  • The role keeps the updated permission settings after saving.
  • You can return to other tabs and continue adjusting the role.

Tips While Using

  • If you leave without saving, the current changes are not kept as the final configuration.
  • Permission changes affect collaborators assigned to that role.

3. Add Collaborators to a Custom Role

Entry: Advanced Permissions dialog → Custom Role → + Add Collaborator

  1. Select the target custom role and open the Collaborators tab.
  2. Click + Add Collaborator at the top right or inside the page.
  3. Search for and select the collaborators you want to add.
  4. Confirm that the selected members now belong to that role.

Success Criteria

  • The selected collaborators appear in the role's collaborator list.
  • Those members can use the database under the permissions of that role.

Tips While Using

  • Adding members under the wrong role can apply the wrong permission set.
  • It is helpful to finish the role permission setup before assigning collaborators.