feat: document custom roles in the team-roles guide (creation flow, start-from presets, propagation and anti-escalation rules, limits)

This commit is contained in:
Matthew Meszaros
2026-06-11 09:46:15 +02:00
parent 63b2b046f9
commit 9992eb65c4
+18 -4
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@@ -58,7 +58,7 @@ A few rules apply:
## Roles and the permission matrix
Warmbly ships with a set of built-in roles. Each role is a fixed bundle of permissions. You pick the closest role for each person; custom permission bundles are not available yet.
Warmbly ships with a set of built-in roles, and you can also define your own custom roles when none of them fit. Each role is a bundle of permissions; built-in bundles are fixed, custom bundles are yours to shape.
The **Roles & access** page shows a card for each role with a short description and a live count of how many people currently hold it, followed by the full **permission matrix**.
@@ -136,9 +136,23 @@ This is how the built-in roles map onto those capabilities. A check means the ro
In short: **Admin** is the owner minus ownership transfer, **Manager** is everything operational without team, settings, billing, or API keys, and **Viewer** is read-only.
<Callout type="info" title="Custom roles">
Custom roles with bespoke permission bundles are planned but not available yet. For now the built-in roles cover the common patterns, so choose the one closest to what the person needs.
</Callout>
## Custom roles
When the built-in bundles don't fit, anyone with team management access can create custom roles from the **Roles** section of the members page:
1. Click **New role** and give it a name (up to 50 characters) and an optional description. Built-in role names are reserved.
2. Pick a built-in role under **Start from** to copy its permissions as a starting point, then toggle individual permissions on or off.
3. Save, then assign the role from the member roster's role picker or directly in the invite flow.
A few rules keep custom roles safe:
- **Editing a role updates everyone assigned to it, immediately.** The editor shows how many members will be affected before you save.
- **You can only grant permissions you hold yourself.** A manager with team access cannot mint a role stronger than their own and assign it to someone.
- **Ownership transfer can never be part of a custom role.** It stays exclusive to the owner.
- **A role in use cannot be deleted.** Reassign its members first, so nobody silently loses access.
- Each workspace can have up to 25 custom roles.
Custom roles apply everywhere permissions do: API access checks, dashboard visibility, and which realtime events a member's live dashboard receives.
## Removing members