How to Create Custom Permissions

GETTING STARTED

Build a custom role with tailored permissions to define precisely what each team member can access and perform within SCALIS.

5 steps4 min read

Step 1

Open Roles & Permissions

Select Settings > User Management > Roles & Permissions > Create Role.

💡 Note: Admin access is required to manage roles and permissions. (Confirm exact permission required to access this area.)

Roles & Permissions page with the Create Role button highlighted — Create Role

Step 2

Name the role and set its permission level

Enter a Role Title.

Set the Permission Level to Org or Job.

Role setup screen showing the Permission Level selector set to Org or Job — Select permission level

Step 3

Choose a starting point

Build the role from the ground up, or base it on a role that already has similar permissions.

Select an existing role to copy its permissions as a starting point, or select Build from scratch to begin with no permissions selected.

💡 Note: SCALIS recommends starting from an existing role and making incremental adjustments rather than building a new role from the ground up. This approach is faster and reduces the risk of omitting a required permission.

Role creation screen showing the option to start from an existing role — Start from an existing role

Step 4

Configure permissions by module

Use the checkbox or toggle list to enable or disable permissions for each module.

Review every module the role requires access to before proceeding.

Module permission list showing checkboxes being checked and unchecked — Check or uncheck permissions

✓

Final Step

Save the role and add permissions

Select Save to create the role.

To assign the role to a user, select Settings > User Management > Manage Users, then select the user and assign the new role.

Manage Users page showing a role being assigned to a user — Add permissions

Frequently Asked Questions

What's the difference between an Org-level and a Job-level role?

Org-level permissions control high-impact, organization-wide actions such as managing company settings, users, roles, and integrations. Job-level permissions define actions scoped to individual jobs, such as viewing candidates, updating stages, leaving feedback, and managing scorecards.

Can I edit a role after creating it?

Yes. Return to Settings, User Management, Roles & Permissions, and select the role to update its permissions at any time.

Custom roles enable you to grant each team member precisely the access they need. Reach out to your CSM if you'd like assistance planning your role structure.