Customizing User Roles

Friday, February 28, 2025
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  1. Can an existing role (ex. manager) be modified for a single product workspace without impacting that role assigned to other workspaces?
  2. When adding a new custom role, will it only be available for that product, unless shared in a product template?
4 Replies
Friday, February 28, 2025
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re: brooksdj Friday, February 28, 2025

Hello:

1) No the roles are themselves Global but applied to product workspaces. So you would need to clone the role and use that cloned role on the other product.

2) No, a custom role is available for all products, irrespective of the template.

Friday, February 28, 2025
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re: inflectra.david Friday, February 28, 2025

Thank you for the quick reply!  Learning something new everyday :)

Wednesday, April 23, 2025
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re: inflectra.david Friday, February 28, 2025

Thanks for sharing this quality article. 

Saturday, June 14, 2025
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re: brooksdj Friday, February 28, 2025

Yes, in platforms like Productboard, Microsoft Fabric, Adobe, and Slack, you can modify a role like Manager for a single product workspace without impacting other workspaces, as roles are typically workspace-specific. Check the platform’s admin settings to confirm. If global roles are used, create a custom role for the workspace instead.

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  • Started: Friday, February 28, 2025
  • Last Reply: Saturday, June 14, 2025
  • Replies: 4
  • Views: 276