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Managing custom roles

Create customized roles in Qlik Cloud with specific permissions for individuals or groups. These roles can be assigned the same way as the built-in security roles and extend the User Default permissions.

Information noteThis topic is applicable to Qlik Sense Enterprise SaaS, Qlik Sense Business, and Qlik Cloud Government. If you have a subscription for the Standard, Premium, or Enterprise edition of Qlik Cloud Analytics or Qlik Cloud Data Integration, see Managing users - Capacity-based subscriptions.

Custom roles extend permissions beyond those granted by the User Default role. When assigning a custom role to users, permissions can only be added, not removed. It's important to note that attempting to restrict a permission that is allowed in the User Default role will have no effect. The permission will still be allowed to everyone.

You can choose to inherit the User Default permission. This is shown in the configuration as "User default (permission setting)"—for example, "User default (Not allowed)"—and means that the custom role will match whatever the default is set to.

For more information about how user default permissions interact with custom roles, see Roles and permissions for users and administrators.

Creating custom roles

Tenant administrators can create new roles and configure permissions using the options described in Permissions in User Default and custom roles.

Do the following:

  1. In the Management Console, go to Users.

  2. On the Permissions tab, click Create new.

  3. In the Create new role dialog, enter a name and description for the role.

  4. Use the search to find specific permissions.

    Tip noteYou can use the List all and Selected buttons to show all available permissions or only the selected ones.
  5. The User Default setting is shown for each permission. Choose the desired access level for the permissions you want to add.

  6. Click Create.

You can now assign your role to users or groups in the system. For more information, see Assigning security roles and custom roles.

Editing custom roles

Tenant administrators can edit custom roles.

Do the following:

  1. In the Management Console, go to Users.

  2. On the Permissions tab, find the role you want to edit.

  3. Click More, then select Edit.

  4. In the Edit role dialog, update the name or description and add or remove permissions as needed.

  5. Click Save changes.

Deleting custom roles

Tenant administrators can delete custom roles. Before deletion, make sure to unassign any users or groups associated with the role.

Do the following:

  1. In the Management Console, go to Users.

  2. On the Permissions tab, find the role that you want to delete.

  3. Click More, then select Delete.

  4. Select the checkbox to confirm the deletion, and then click Delete role.

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