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Wiring in flight. Custom-role creation is operational; the capability picker reflects the v2 scope catalogue. Some capabilities not yet wired to v2 backends remain assignable but inert — they appear in the picker for forward-compatibility. Check the per-capability description for "available now" vs "wired in flight" markers.

System roles cover most needs. When they don't — a job that needs a non-standard mix — create a custom role.

Open the editor

Roles & scopes → New role.

Three sections:

  • Identity — name, description, internal slug.

  • Capabilities — what this role can do (the meat of the form).

  • Assignment — optional starter list of users or groups to attach.

Identity

  • Name — what tenant admins see ("Branding Editor", "External Auditor"). Keep it short and descriptive.

  • Description — what this role is for. Visible in the role picker; useful for the next admin who has to assign it.

  • Slug — URL-safe lowercase identifier. Auto-generated from the name; editable. Immutable once saved.

Capabilities — the catalogue

The catalogue groups capabilities by area:

  • Users — view / create / edit / suspend / delete / reset password / force MFA reset / bulk operations.

  • Applications — view / create / edit / rotate secret / disable / delete.

  • Authentication — configure policy / manage federation / edit flows / edit actions.

  • MFA — configure enforcement / manage custom factors.

  • Audit — read / export / configure streaming.

  • Threat intelligence — view / manage feeds / test IP.

  • Branding — view / edit.

  • Reports — view / configure.

  • Members — invite / change roles / remove.

Each capability has:

  • A name.

  • A short description ("Disable users without deleting their records").

  • A status flag — "available now" vs "wired in flight".

Pick what your role needs. Skip what it doesn't. Least privilege: it's easier to add a capability later than to audit why an old role has too many.

Assignment

You can pre-attach users or groups to the role at create time:

  • Users — pick from a search box. Multi-select.

  • Groups — pick from a search box. Multi-select.

Or skip — save the role, then assign later via the Assignment tab on the role's detail page (or from each user's / group's detail page).

Save

Click Create role. The role is live; assigned users gain the capabilities on their NEXT access token (next sign-in or next silent refresh; existing tokens carry the previous scope set).

The audit log records role.created with the role's name + slug + capability list + actor.

Examples — patterns that come up

"Branding editor"

A designer should manage the sign-in page's look but nothing else. Capabilities:

  • Branding → view + edit.

  • Members → (none — they don't manage other people).

  • Everything else → (none).

Assign to your design team's group.

"External auditor"

A contracted SOC 2 auditor needs read-only access scoped to specific audit queries. Capabilities:

  • Audit → read + export.

  • Users → view (so they can see who took an action).

  • Applications → view.

  • Authentication → view (policies, not edits).

  • Everything else → (none).

Time-bounded? Create the role, assign for the engagement, remove the assignment when the engagement ends. The role itself stays for the next engagement.

"Customer Success Lead"

A CS lead handles password / MFA recovery for paying customers. Capabilities:

  • Users → view + reset password + force MFA reset + suspend. NOT: delete, bulk operations, edit identities.

  • Audit → read (so they can confirm "yes this user has been signing in normally").

  • Everything else → (none).

This is the operational sweet spot for support staff who shouldn't have full Administrator powers.

"Compliance reviewer"

Similar to Viewer but with audit-export capability and group-membership visibility.

  • Audit → read + export.

  • Users → view.

  • Applications → view.

  • Branding → view.

  • Authentication → view.

Edit a custom role

Role detail page → in-place edit on each section. Save propagates: existing token holders pick up the new capabilities on their next refresh.

Caveat: REMOVING a capability from a role doesn't immediately downgrade existing tokens; they carry the previous capabilities until they expire. If you need immediate revocation (the user shouldn't have access RIGHT NOW), pair with bulk session revocation.

Delete a custom role

Role detail page → menu → Delete. Confirmation required.

What happens:

  • Every user / group assigned to the role loses the capabilities on their next refresh.

  • Audit records the deletion with the prior assignment list (for restoration if needed).

  • The role's slug is retired permanently — never reused.

You can't delete system roles; only custom ones.

See also