Custom Roles and Policies

How to configure custom user policies and create roles based on such policies

Custom Roles is a feature that enables the user to define and assign roles to users. This feature can be accessed at the path below:

Login -> Settings -> Custom Roles -> Roles/Policy

Note: Policy can be created independently from the above path by referring to steps from Step 3.1.

Default roles

ADMIN, USER, RESTORE and MONITOR are the default roles present.

Click on the role to view the policies and statements associated with each role. A group of actions that the user can perform is called a Policy and each individual action is called a Statement.

The user can be assigned one of the default roles or a new role can be created and assigned to the user.

Steps to create a new role:

Step 1: Click on the Add Role button.

Step 2: Enter Role name and description. Click on Next.

Step 3: Choose a policy. An existing policy can be chosen, or a new policy can be created.

To choose existing policies, click on the checkbox present in the top-right corner of each policy.

To create a new policy, click on Add a new policy. A confirmation pop up appears.

Click on the Proceed button. Once you click on the Proceed button your existing changes will be saved and you will be navigated to the policies page.

Step 3.1: Click on the Add Policy button.

Step 3.2: Give a name to the policy and choose the permissions you would want to assign to the policy and click on the Save button.

You will now be able to view your newly created policy in the policies page.


Navigate back to roles and click on Add Role. A pop up appears asking you if you want to retain the changes you previously made. If you want to retain the changes, click on the Confirm button. If you want to start afresh, click on the Cancel button and go back to Step 1.

Step 4: You can see the prefilled role name and description. Modifications can be made to the same. Click on Next.


Step 5: Your newly created policy will now be listed in the Choose policies page. Choose your preferred policy and click on Next.

Step 6: Preview the role details and click on Create.


You will now be navigated to the roles page where your newly created role will appear.

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