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Open Settings > Roles and select a role to review its permissions. You need role-management permission to change a custom role. System roles are read-only. The editor shows permissions relevant to your workspace’s products. The tables below describe the visible options, not a guarantee that every option appears in every workspace. Data visibility remains subject to entity and column access.

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K16 adds prerequisite access when you select a dependent action. For example, managing integrations also grants viewing, and managing reporting also grants viewing. SIS student, financial aid, finance, and human-resources access depend on SIS account access. Clearing a parent permission can clear dependent selections; review the whole group before saving. View enrolled courses restricts course visibility to the user’s enrollments. View courses provides archived-course viewing. Restore courses and Sync courses are separate actions; viewing a course alone does not authorize either. The Data access settings page requires Manage under Roles and DataX availability. Use the access matrix to grant entity and masking-tag access separately from product permissions. MCP setup is an alpha connection workflow. Its availability is determined by your workspace and account; do not infer MCP access from the assistant permission.

Verify a role change

  1. Select only the actions required for the user’s work.
  2. Review automatically selected dependencies and any group-wide selections.
  3. Select Save changes.
  4. Reopen the role and check the saved selections.
  5. Verify the intended workflow with a test member assigned to the role, including data that should remain unavailable.
See Manage users to assign the role and Manage roles to create or delete a custom role.
Last modified on September 16, 2026