A custom role is a role your organisation creates for itself, for a job the five standard roles do not describe, the reception desk for example. The Organisation Admin creates it under Settings, User, on the Custom roles tab, and gives it out on the Users tab.
Also called: own role, organisation role.
The Custom roles tab carries one row per role with Role (name and description), People (how many users hold it), Permissions, Status and Actions. The status is Active or Deactivated; a deactivated role shows the date below its name. A role with no permissions shows Grants nothing yet under Permissions.
Open Settings, then User, and switch to Custom roles.
Click Create role. The Create a custom role drawer opens.
Enter the name under Role name, as the user list is to show it.
Under Description, say in one sentence what the role is for.
Under What this role can do, tick what the role allows. The list is grouped by area and holds only what you may do yourself.
Click Create role.
A custom role is given in the same drawer where the Organisation Admin sets the standard role, under Settings, User, on the Users tab.
From the user's row menu, open Update Role. The Manage User Role drawer opens.
Switch to Custom roles. The tab exists once the organisation has a custom role, and shows how many there are.
Tick the roles the user is to hold, and untick the ones they are to lose. A custom role comes on top of the standard role, and several are possible.
Click Update Role.
The user list then shows the custom role beside the user's standard role.
Deactivating takes the role from everyone who holds it, at once. The role stays in the list with its name, permissions and history, marked deactivated.
On the Custom roles tab, open the role's row menu and choose Deactivate.
The question names how many people lose the role. Anyone left with no role at all moves to the Individual role; the question calls it the People role.
Click Deactivate role.
Open the deactivated role's row menu and choose Reactivate.
Click Reactivate role.
The role comes back with nobody holding it. The people who had it before it was deactivated do not get it back on their own. Give it to them again.
A created role sits on Custom roles with the status Active, and in the Manage User Role drawer on its Custom roles tab.
Creating, deactivating and reactivating a role, and giving and taking it back, are written to the Audit Log.
A custom role can be chosen under Settings, Notifications as the recipient of the last reminder email, like a standard role.
A user with a custom role sees and may do in portierX what the role's permissions allow, on top of what their standard role allows.
The Custom roles tab and the Manage User Role drawer need the Organisation Admin role.
You can only pass on what you may do yourself. A permission you do not hold is not listed, and portierX refuses it on the way in as well.
What a role can do is set when it is created. A role with nothing ticked can be created; it then grants nothing.
The name must be unique within the organisation, deactivated roles included. Capitalisation and punctuation do not tell names apart: Reception Desk and reception desk are the same name.
The names of the standard roles and generic words such as admin, manager, member, user, staff, owner or viewer are not accepted.
Every user holds exactly one standard role. Custom roles come on top, several if needed.
A deactivated role cannot be given out. Reactivating gives it back to nobody.
Which permissions the five standard roles hold is on Roles and permissions.
