In Cortex, there are four default roles: Viewer, User, Manager, and Admin. While each of these provides general access to different Cortex features, you can also create custom roles to give individuals more granular permissions.

To create a custom role, navigate to Settings and then Roles and permissions in the navigation menu. From there, select the Custom roles tab. 

When you first access this page, you’ll see No items yet displayed, but as you create custom roles, you’ll be able to see all of them here.

Next, select Create custom role. This will open a modal window where you can enter the role’s name, tag, and description, and select the permissions for that role.

Let’s say, for example, we want to create custom roles for our Regional inventory manager and an Administrative clerk. When setting up the Regional inventory manager role, we’d toggle permissions to discover dependencies, manage discovery audit events, refresh Scorecards, run the Query Builder, and run the Query Builder with an external request. The Administrative clerk, on the other hand, only needs the ability to view reports.

Now that both roles appear in the Custom roles tab, the roles can be assigned to users. To do this, navigate to the User permissions tab and select the role from the dropdown menu next to a user’s name.

Please note: Custom roles automatically sync once a day. Your changes will be reflected once the sync is complete. 

Custom roles for Teams

Custom roles are also supported for Team permissions. To designate a custom role for a team, first navigate to the Team permissions tab, and then Add new team.

Next, select a Team from the dropdown menu, and select the appropriate role(s) for that team. The role selected at this stage will determine the permission level for all users who belong to that group. Note that a user’s highest permission level will supersede others.