Last updated Dec 13, 2024

Custom roles

This article highlights a new alerting feature that's natively available in Compass which is gradually rolling out to some Compass customers. It may not yet be visible or available on your site.

Custom roles are only supported for Compass Premium

Things to do before you start:

To work with custom roles for your team:

  1. In Compass, go to Operations > General Configuration > Role Creation
  2. Select Custom roles from the toggle

Create a custom role

To create a custom role:

  1. Select Create custom role at the top of the page.
  2. Enter a name for the custom role into Role name.
  3. Select the permissions you want to grant the members with this role and deselect permissions you don’t want your members to have. There are two groups of permissions, one for alerts and the other for access
  4. Select Create to save the custom role.

Edit a custom role

To edit a custom role:

  1. Select the three dots menu on the right of the custom role and select Edit.
  2. Change the permissions for the role as needed.
  3. Select Update.

Delete a custom role

To delete a custom role, select the three dots menu on the right of the custom role and select Delete. This action can’t be undone.

You can't delete a custom role if it’s still assigned to a user.

Assign a custom role

To assign custom roles to your team members:

  1. In Compass, go to Operations > General Configuration > Role Assignment.
  2. Select the drop-down under the User role column and select a custom role as applicable.

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