Guides

Editing Roles

Create or edit a custom role by setting its name, re-authentication interval, and permissions.

Custom roles are created and edited on the Roles tab of the Admin portal. Click + Add New in the top-right corner to open the role form, or click a custom role's name to edit it. Click Save to keep your changes, or Cancel to discard them.

The role form, with Role Name, Re-authenticate, Access Level, and the permission checkboxes, and the Save and Cancel buttons.

The role form

Select a permission's check box to grant it. Where a permission has a drop-down, choose the level it grants.

FieldDescription
Role NameThe name of the role.
Re-authenticateNone, Weekly, or Monthly. Setting a period requires every user in the role to respond to an automated email to stay active — useful when you do not want to grant permanent access.
Access LevelDetermines what expertise users with this role can see: User 1, User 2, User 3, Tech 1, Tech 2, Tech 3, or Expert.
CopilotsGrants access to copilots in the Copilots portal: Can View or Can Edit.
AssetsGrants access to assets and groups: Can View or Can Edit.
AccountGrants the ability to modify the account settings.
TeamGrants the ability to add, modify, and remove users in the Admin portal: Can View or Can Edit.
RolesGrants the ability to create and modify custom roles.
InSkill AppsGrants access to the InSkill app.
InSkill PortalGrants access to Ask, the browser workspace.
InSkill GPTGrants access to InSkill GPT in Ask and the InSkill app. Can Operate lets the user ask questions; Full Access also lets the user modify GPT prompts on resources and copilots, and agents on copilots.
Copilot ExpertiseLets the user view and modify copilot expertise in the Copilots portal.
VaultShown but unavailable on a custom role: the Vault is granted only by the Account Administrator and Script Author core roles.
IntelligenceGrants access to the Intelligence portal — Reports, Data, and GPT.

For what each permission covers, see Roles.

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Note

InSkill's core roles, marked with a lock icon, cannot be edited. Opening one shows its settings read-only. Create a custom role when you need a different combination of permissions.

Updated about 23 hours ago