Manage custom roles

Learn to manage default and custom user permissions for BrowserStack products.

Organizations can create custom roles to tailor access permissions beyond the pre-defined RBAC Admin, User, and Viewer roles. Custom roles allow fine-tuning who can do what, enabling organizations to:

• Grant specific permissions to meet unique workflows.
• Limit access for sensitive areas to only authorized personnel.
• Align access control with organizational policies or compliance requirements.

Custom roles provide flexibility and granular control over access, enhancing security and productivity.

Who can create or modify custom roles for a product?

Only Owner and Admins of the organization can create or modify custom roles.

View default permissions

To view the default permission set for a Admin, User and Viewer.

1. Click Settings and select Roles & Permissions section.
2. Select the RBAC Role from the Role type dropdown.
3. A detailed view of the default active permission set for the Admin, User, Viewer and Custom roles are displayed. Click each tab, Admin, User, Viewer, or Custom roles to view the permissions for that specific role.

Create custom roles

To create a custom role:

1. Go to Settings and select the Roles & Permissions section.
2. Select RBAC roles from the Role type dropdown.
3. Click the Custom roles tab and click Add custom role.
   
4. Enter a name for your new custom role.
   
5. For each entity (such as Dashboard, Integrations, Projects, Automation runs, etc.), select the permissions you want to grant. modify or change permissions like View, Create, Update, Delete, and Archive.
6. For each entity, you can customize advanced permissions. Click Advanced next to the entity to open the additional permissions dialog. In the dialog, select or clear checkboxes for entity or product-specific permissions. Click Done.
   
7. You can use the Filter permissions button to narrow down specific entities or products. This helps you locate and update permission settings efficiently, especially when managing complex roles with many options.
8. Review your selections to ensure they match your team’s workflow and security requirements.
9. Click Save changes to create the custom role.

Alternatively, select a specific tab, such as Admin, and click Duplicate role to create a custom role based on that role. You can also select an existing custom role and click Duplicate role to create a new custom role with similar permissions.

You can also discard any unsaved changes by clicking the Reset changes button.

Modify custom roles

To modify an existing custom role:

1. Go to Settings and select the Roles & Permissions section.
2. Click the Custom roles tab.
3. From the Custom role dropdown, select the custom role you want to modify.
4. Update the permissions for each entity (such as Dashboard, Integrations, Projects, Automation runs, etc.) by enabling or disabling actions like Read, Create, Update, Delete, Archive, and Advanced.
5. Review your changes to ensure they align with your team’s workflow and security requirements.
6. Click Save changes.

Delete a custom role

To delete an existing custom role:

1. Go to Settings and select the Roles & Permissions section.
2. Click the Custom roles tab.
3. From the Custom role dropdown, select the custom role you want to delete.
4. Click Delete role, confirm the deletion by clicking the Delete button.