Custom roles are reusable sets of permissions that administrators can assign to teammates in UpGuard. Roles make it easy to ensure each teammate has the right permissions and that your organization is following the principle of least privilege.

Managing roles is as simple as creating a role, configuring your desired permissions, and assigning it to users. If you need to update a role later, any changes will cascade down to the assigned users too.

Note: Custom roles are only available on certain UpGuard plans. See our plans and pricing here.

How to create a new role

To create a new role, go to Settings > Users and click Manage roles.

Clicking Manage roles opens a modal that allows you to manage your existing or create new roles. Click Create new role.

Clicking Create new role takes you to a screen to name the role and set permissions. Enter a role title, set the permissions you desire, and click Save role.

How to manage an existing role

To create a new role, go to Settings > Users and click Manage roles.

Clicking Manage roles opens a modal that allows you to manage your existing or create new roles. Click on the pencil icon next to the role you want to update. In the example below, I want to edit the Vendor Risk Only role.

Clicking the pencil will take you to Set permissions, which lets you rename the role and update permissions. When you're happy with your changes, click Save role.

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