Custom Roles & Permissions

What it is

Improvado ships with a set of predefined roles — Viewer, Editor, Workspace Admin, and a few others. They cover most teams out of the box. See the full list in Available user roles.

When they don’t fit, you can build your own. A custom role is a permission set you define yourself: pick exactly which product areas a user can view, edit, or run — and assign that role to anyone in your workspace.

When to use custom roles

A few common patterns:

• Giving clients access to their dashboards only. Brand stakeholders see their Dashboards and AI Agent — and nothing about the pipelines behind them. No risk of stumbling into another client’s data.
• Bringing on a contractor or consultant. Give a temporary specialist exactly one slice — for example, only the Naming Convention rules — and revoke it the day they’re done.
• Separating duties on a bigger team. Keep analysts out of destinations, marketing out of data loads, finance out of pipelines. Cuts the blast radius of an accidental click.
• Tiering a team. Junior analysts can view and create extracts; seniors can also edit and run loads; team leads can manage roles themselves.
• Read-only audit access. Give an auditor view-everything / edit-nothing, share the access, revoke when done.

How it works

1. 1Go to Organization → Roles.
2. 2Click New role, name it (e.g. Client – Acme, Naming Convention Specialist), and tick the permissions you want.
3. 3Save. The new role appears in the Members tab — assign it to anyone in your workspace.
4. 4Need to adjust later? Edit, duplicate, or delete the role at any time. If you delete a role that’s already assigned to people, those users are automatically moved to Viewer, so nobody’s left without access by accident.

You’ll see a quick preview before saving: “Heads up — updating will affect 4 members across 2 roles.” No surprises.

A few things to know

• Only agency admins can manage roles. Predefined roles are read-only — duplicate one if you want to use it as a starting point.
• Permission changes take effect on each user’s next page load.