Custom roles in your Workspace allow you to define specific permissions that can be assigned to team members. In short, Roles are designed to allow you to control the permissions users have for the resources they have access to (i.e., actions they can take).
Teams, on the other hand, allow you to control what specific infrastructure resources users can access in your RunCloud workspace. Learn more about teams here.
Custom roles can also help you meet specific regulatory requirements by ensuring access to sensitive data or operations is strictly controlled and auditable.
Roles can be tailored to fit various job functions within your organization.
For example, you might create a “Developer” role with permissions to manage servers and databases and a “Client Manager” role with access to view server health and manage notifications. This ensures that each team member has the right level of access to perform their job effectively without unnecessarily exploring sensitive operations.
How to Create a Custom Role
To create a custom role, you’ll first need to switch from your personal space to the RunCloud workspace where you wish to create the user role. This can be done in the top left of the navigation bar in your dashboard, as shown below:
Once you’ve switched over to your workspace, simply head to this Role Management page, as shown below:
Navigate to the Teams page as shown above in the sidebar navigation.
From there, simply head to Role Management:
Once here, as you’d expect, simply click Add Custom Role, as shown below:
You’ll then be taken through the process of creating a custom role. To create your role, simply assign a Role Name. This role name is important as it’s how you’ll recall the permissions you have assigned to this role when inviting team members to your RunCloud workspace later on.
And aside from this, you’ll then be able to assign permissions (i.e. actions users with this role should be able to take).
Note: User roles do not control which resources a user can access. They control the permissions a user has in relation to the resources they have access to. To control access to specific resources in your workspace, please refer to our documentation on how to create and manage teams in your workspace here.
And once you’re happy with the options you’ve selected for this role, you can finalize the creation of the role by clicking Create Role, as shown below:
And that’s it – you’ve now created your first custom role in RunCloud. 🎉
You can always update and manage the permissions assigned to this role by coming back to this page here. Simply hover over the desired role, click on the context menu as shown below (…), and then click View.
