Guides

Roles

Overview

Roles let you create custom permission sets and control which features and settings users can access across the platform. Each role bundles a collection of grants that determine what a user assigned to that role can see and do.

Accessing Roles

Navigate to Settings > Users, then select the Roles tab. This sits alongside Users, Attributes, and Single Sign-On in the top navigation.

Roles List

The Roles page displays a table of all roles in your account, with a search bar to filter by role name.

Table columns:

  • Role Name - the name of the role.
  • Description - a short summary of what the role is used for.
  • Status - shows Active if the role can be assigned to users, or Inactive if it cannot.
  • Grants - a preview of the features and settings included in the role.
  • Actions - opens a menu to edit or manage the role.

Default Roles

Every account includes four built-in roles.

  • Workspace admin - Full access to all administrative tools and product capabilities.

  • Team lead - Team managers. Access to reports across the platform.

  • Contributor - Team members who are subjects of surveys and reports.

  • QA Role - A role scoped to quality assurance related grants.

Creating a Role

Click Create Role from the Roles page to open the role creation form.

Role name - A unique name for this role within your account.

Description - Optional context about what this role is for.

Active - A checkbox that determines whether the role can be assigned to users. Inactive roles cannot be assigned to users.

Grants - The features and settings this role can access. The total number of selected grants is shown next to the section header.

Grants are grouped into categories. Each category has a Select all or Deselect all link to quickly toggle every grant within it.

Grants

AI

  • AI Adoption - AI impact and adoption analytics.
  • AI Assistant - AI assistant chat and skills.
  • AI Checkpoints - AI checkpoints tracking.
  • AI Compare - Side-by-side AI comparison.
  • Code to Production - AI code-to-production analytics.
  • Token Usage - AI token usage and vendor ROI.

Dashboards

  • Custom Dashboards - Create and manage custom dashboards, custom reports, and queries.

Delivery

  • DORA - DORA delivery metrics.
  • PR Insights - Pull request insights and analytics.
  • Sprint Commitment - Sprint commitment tracking.

Diagnose

  • Hygiene - Repository and workflow hygiene.
  • Signals - Signals and signal deliveries.

Health

  • Benchmarks - Industry benchmarks and averages.
  • Contributor Insights - Per-contributor insights.
  • Insights - Platform insights.
  • Merge Quality - Merge quality analytics.
  • Team Insights - Per-team insights.

Planning

  • Resource Allocation - Resource allocation and capacity.

Settings

  • API Docs - Access the API documentation and schema.
  • Hotfix Detection - Manage the hotfix detection pattern.
  • Manage API key - Manage API keys.
  • Manage Attributes - Manage user attributes.
  • Manage Deploy & Incident Rules - Manage deployment and incident rules.
  • Manage Groups - Manage groups.
  • Manage Integrations - Manage integrations and data connections.
  • Manage Issue Collection Groups - Manage issue collections and collection groups.
  • Manage Issue States - Manage issue state mappings.
  • Manage MCP token - Manage MCP tokens.
  • Manage Repository Groups - Manage repositories and repository groups.
  • Manage Roles - Manage custom roles and grant assignments.
  • Manage Single Sign-On - Manage single sign-on settings.
  • Manage Teams - Manage teams and their members.
  • Manage Users - Manage users.
  • PR Exclusion - Manage the pull request exclusion pattern.

Other

  • Default - Grant default permissions for all users(mandatory regardless of anonymisation settings).

Saving a Role

Click Create role to save the new role, or Cancel to discard changes and return to the Roles list.


Updated 10 days ago