Custom roles is part of an early adopter program and can only be activated by Workiva. This beta feature is provided to you for technical testing and evaluation only until October 28, 2026. Workiva may adjust the testing period at its discretion. To add this feature to your workspace, contact your Customer Success Manager.
Custom roles allow your workspace to create role configurations tailored to your organization's needs. Instead of assigning only predefined system roles, you can use custom roles to standardize permissions across teams, simplify user management, and ensure users have access only to the actions they need to perform.
To learn more about roles, read Understanding roles.
Requirements
Before you can manage custom roles:
- You must have permission to manage workspace roles.
- You must be a member of the workspace.
Manage custom roles
To view available roles:
- Open Workspace Settings by clicking the workspace name and selecting Settings.
- Select the Roles tab.
The Roles list displays:
- Role: The role name.
- Source: Whether the role is provided by the system or created in the workspace.
- Number of users: The number of users currently assigned to the role.
Use Filters to narrow the list of roles or use Search to find a role by name.
Set default roles
You can set default roles to automatically assign to new workspace users. In Roles, click Set default(s) and save any changes made.