This article explains how to create a new custom role in the MSP Portal. Roles are always created within a specific MSP node and only apply to that node.

Required Permissions

Only users with the Add Roles permission can create new roles

Roles are scoped to the node they are created in. Roles created in a Parent node do not automatically apply to Child nodes unless the cascade permission is enabled. Permission changes apply immediately.

Add a Role

To create a custom role and define its permissions within the MSP Portal, follow the steps below:

MSP Portal

From the account context switcher, select the MSP Portal

From the Left Hand Navigation Menu, select Users

Click Add → Add Role.

(Optional) Under Node, select the node the role belongs under

Enter a Role Name.

Select the permissions to assign to the role.

To learn about the available permission keys within the MSP Portal, review the permission matrix here

Click Create Role.

The role is created immediately and is available for assignment within the selected node.

Add a Role

Add a Role#

Add a Role