Role Manager

Build, configure, and assign fully custom user roles with granular permission control - giving enterprise teams precise authority over who can see and do what in Patchworks.

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Introduction

The role manager extends Patchworks' existing user permission system by allowing enterprise customers to define their own roles from scratch. Rather than being limited to predefined roles, administrators can combine view and edit permissions across different areas of the platform to create roles tailored to their team structure.

Custom roles can be assigned to individual users, removed from users, and for multi-company profiles - made available to sub-customers.

The role manager is an enterprise-tier feature. It is accessible to users with administrator-level permissions on qualifying subscription plans.

Accessing the role manager

The role manager is found in the Patchworks settings area.

Settings › Role manager

Creating a custom role

1. Navigate to Settings › Role manager and click Create role.

1. Enter a role name and an optional description to help administrators identify the role's purpose.

1. Use the permission toggles to assign a combination of view and edit permissions across platform areas - for example, audit log access, flow management, and shape manipulation.

1. Save the role. It will now appear in the role list and be available for assignment.

Permissions are derived - some edit permissions implicitly require the corresponding view permission to be active. Review combined permissions carefully before assigning a role to users.

Assigning a role to a user

1. Within the role manager, switch to users tab

2. Use the Assign Role control to selected users

3. The role is applied immediately - no save step is required.

Removing a role from a user

From the same role detail view, locate the user in the assigned users list and simply click X to remove.

Sub-customer availability

For companies managing multi-company profiles, custom roles can optionally be made available to sub-customers. This allows a consistent permission structure to be propagated across your managed accounts.