This article explains how to edit a custom role in the MSP Portal. Roles can only be edited within the node they were created in.

Required Permissions

Only users with the Modify Roles permission can update custom roles

Users assigned to the role will have their access updated automatically.

Edit a Role

To modify an existing role’s permissions or configuration 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

Select the Roles tab

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

Locate the role you want to update.

In the Actions column, click the ⋮ (Actions Menu).

Select ✏️ Manage

Update the role as required:

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

Click 💾 Save.

Changes take effect immediately.

Edit a Role#