---
title: Create and Manage Custom Roles in Apertera
description: The Custom Roles feature allows Admins to create and manage roles with granular permission control. 
---

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# Create and Manage Custom Roles in Apertera

## The Custom Roles feature allows Admins to create and manage roles with granular permission control. 

### 1. Click on **Settings \> Manage Collaborators**

![](https://images.tango.us/workflows/9ad4522e-360b-4238-b85f-36457182be1b/steps/ac50719a-028c-4af2-be49-01c969803180/6d3f58d3-9b1d-44de-9914-45866a73ce9c.png?mark-x=1186&mark-y=326&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkM0ZWIzYzQmdz01MjImaD05MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 2. Click on Manage roles.

![](https://images.tango.us/workflows/68920af6-f423-4763-91a7-f169593e6ff5/steps/33cff127-c969-41af-b237-aa157eca62fd/38e8abd2-d3f8-4b62-87e6-20557f7285f6.png)

 

### 3. The list of existing roles and permissions will be displayed. Click on Create new role to add a new custom role.

Note that the button also shows how many custom roles have been created out of the maximum allowed for your enterprise.

![](https://images.tango.us/workflows/68920af6-f423-4763-91a7-f169593e6ff5/steps/37236bff-8f9e-4bec-a137-06c63d6789bd/49cd9cb5-d03f-465b-bc8d-f57ab8b8548b.png?mark-x=1427&mark-y=167&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkM0ZWIzYzQmdz0yOTYmaD04MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

 

### 4. Provide a role name that clearly reflects its purpose. 

![](https://images.tango.us/workflows/68920af6-f423-4763-91a7-f169593e6ff5/steps/60a3083e-e71a-43ef-9a6a-c0353d8551b9/3afeb2fd-5774-4c58-84b3-c6046882504c.png?mark-x=1597&mark-y=1242&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkM0ZWIzYzQmdz0xNzMmaD04MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

### 5. Configure the new role

### Use the dropdown to select a base role from the predefined list. Its permissions will be applied automatically. You can then add or remove permissions to configure the new role as needed.

![](https://images.tango.us/workflows/68920af6-f423-4763-91a7-f169593e6ff5/steps/213b9b5b-3bdd-44b5-96d3-77e11241d960/3577627f-be8e-42b7-9a88-d4822514cb12.png?mark-x=857&mark-y=284&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkM0ZWIzYzQmdz05MjImaD00MzgmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

### 6. Review the permissions for the new role. 

### Permissions are grouped by functionality for easier selection. Click the “i” icon next to each permission to view its description in a tooltip.

![](https://images.tango.us/workflows/68920af6-f423-4763-91a7-f169593e6ff5/steps/c46e0e4a-5137-465c-8006-63703e7cb73a/5e01b941-fe40-4ded-9e30-9b23eecb7e7a.png?mark-x=874&mark-y=616&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkM0ZWIzYzQmdz03NzQmaD0xMTMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

### 7. Check or uncheck the box next to each permission to grant or restrict access.

### 8. Once created, the new role will appear alongside the predefined roles in the table.

### 9. If any adjustments need to be made to the role name or permissions in the future, click on Manage Roles \> *The Role You Wish To Edit*

![](https://images.tango.us/workflows/68920af6-f423-4763-91a7-f169593e6ff5/steps/b3f93ef2-0723-4139-a407-9819c818c373/abb2061e-510d-4057-a756-791ca00683e6.png?mark-x=1174&mark-y=233&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkM0ZWIzYzQmdz0yNTYmaD03MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)

 

### 10. Make the necessary adjustments to the role and click Save

![](https://images.tango.us/workflows/68920af6-f423-4763-91a7-f169593e6ff5/steps/265b1950-8de2-4957-8c03-5474b62561c9/9acb7776-b974-4671-ade5-2761f76617f4.png?mark-x=1637&mark-y=149&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkM0ZWIzYzQmdz0xMjUmaD05OTAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)

---

ℹ️ The default maximum number of Custom Roles for an enterprise is 5. If you need additional custom roles, please contact ai\_support@apertera.com for assistance.

---

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