Create custom roles and permissions

In the Clerk Dashboard, you can create roles, assign permissions to them, and change users' roles.

Create a new role for your organization

1. In the Clerk Dashboard, navigate to Roles⁠
2. Select Create new role.
3. Give the role a name, a key to reference it by in the format org:<role>, and a description.
4. Select Create role.

Create a new permission for your organization

1. In the Clerk Dashboard, navigate to Permissions⁠.

2. Select Create new permission.

3. Give the permission a name, a key to reference it by in the format org:<feature>:<permission>, and a description.

   Note

   Common permission values could be:

   • create — to allow creating resources
   • read — to allow reading/viewing resources
   • update/manage — to allow updating/editing resources
   • delete — to allow deleting resources

   For example, you could create a new permission called Create invoices (org:invoices:create) which allows only users with this permission to edit invoices. Then, you could assign this permission to a role, or multiple roles, such as Billing (org:billing) or Sales (org:sales).

4. Select Create permission.

Change a user's role in an organization

1. In the top in the Clerk Dashboard, select Organizations⁠ and select an organization.
2. Select the Members tab.
3. In the list of members, find the one whose role you want to change.
4. Select another role from their role dropdown.

Delete a role in your organization

You cannot delete a role that is still assigned to members of an organization. Change the members to a different role before completing the following steps.

1. In the Clerk Dashboard, navigate to Roles⁠.
2. Select the "..." menu next to the role.
3. Select Delete role.