Manage permissions with custom roles

Create custom application-level roles to manage what different users or groups in your organization can do in the applications they have access to.

Overview

Organization administrators can create custom application-level roles to control what different users and groups can do in the applications they have access to.

Note: Only organization administrators can create and manage custom roles. The default application-level roles (Administrator, Contributor, Member, and Observer) cannot be modified.

Permission reference

All of the permissions you can assign to custom roles are listed in the table below:

Table 1. Available permissions for custom roles
Category	Permission	Allows users to...
Issues	Bug tracking system export	Export an issue via issue tracking integration
Issues	Triage issue	Update issue (not triaged/to be fixed) triage status Delete issue (dismissed)
Reports	Create and manage reports	Create and download reports
Tags	Create and manage tags	Create tags Update tags
Tags	View tags	View tags
Tests	Create and manage tests	Start scan Pause scan (update) Cancel scan (delete)
Branches	Create branches and manage branch settings	Create branches Update branches
Branches	Delete branches	Delete branches
Projects	Create projects and manage project settings	Create projects Update projects Create project-level tracking connection Update project-level issue tracking connection Create SCM repository connection Update SCM repository connection Test SCM repository connection Cancel bulk onboarding of applications and projects Cancel bulk onboarding of projects into applications
Projects	Delete projects	Delete projects
Application	Manage application settings	Allocate entitlements to the application View users assigned to application-level roles Assign/unassign other users to application-level roles View list of application roles View a group's members View a group's application level role Update a group's application level role Assign/unassign policy to a project
Licenses	Manage licenses	Update license (pick license)
Components	Triage components	Update component triage status

Audit logs

Events appear on the Audit Logs page when a role is created, updated, or deleted.

Create a role

To create a role, follow these steps:

Note: Only organization administrators can create roles.

Go to My Organization > Roles.
Select Create Role.
Enter a name in the Role Name field.

Note: Role names in Polaris must be unique, 3-50 characters long, and can include spaces and special characters.
(Optional) Enter a description in the Description field.
(Optional) Use the checkboxes to grant the role permissions.
Select Create Application Role.

Duplicate a role

To duplicate a role, follow these steps:

Note: Only organization administrators can duplicate roles.

Go to My Organization > Roles.
After you find the role you wish to duplicate, select the options icon at the end of the role's row and select Duplicate Role.

Edit a custom role

To modify a custom role (including changing a role's name, description, or permissions), follow these steps:

Note: You can only modify custom roles; the default roles (Administrator, Contributor, Member, and Observer) cannot be modified. Only organization administrators can modify custom roles.

Go to My Organization > Roles.
Select a custom role to modify.
Modify the role, as required.
Select Save Changes.

Delete a role

To delete a role, follow these steps:

Note: You can only delete custom roles; the default roles (Administrator, Contributor, Member, and Observer) cannot be deleted. Only organization administrators can delete roles.

Go to My Organization > Groups.
Select the options icon at the end of the role's row and select Delete Role.
A confirmation appears.
Select DELETE ROLE.

CAUTION: When you delete a role, all members may immediately lose access to the applications and features associated with it. Roles you delete cannot be recovered.

Assign roles to users and groups

Organization administrators, organization application managers, application administrators, and other users with permissions to manage application settings can add users and groups to an application, and assign roles to different groups and users. For more information, see Add users and groups to an application.