In addition to the default roles of Viewer, Operator, and Administrator, you can create custom roles with the permissions and access levels you want.

Step 1: Create a custom role

In Formant, in the upper-left corner, open the menu and click Settings.
Click Roles, and then in the upper-right corner, click Create Role.
Give your new role a name and click Continue.

Step 2: Configure your role

Next, configure your role's permissions:

configuring a custom role — Configuring a custom role.

The following table defines the role's permissions for each permission level:

Resource	None	View	Execute	Administer
Organization	No access to this resource.	View	N/A	- View - Create - Edit - Delete
Users	No access to this resource.	View	N/A	- View - Create - Edit - Delete
Devices	No access to this resource.	View	N/A	- View - Create - Edit - Delete
Fleets	No access to this resource.	View	N/A	- View - Create - Edit - Delete
Roles	No access to this resource.	View	N/A	- View - Create - Edit - Delete
Streams	No access to this resource.	View	N/A	- View - Create - Edit - Delete
Views	No access to this resource.	View	N/A	- View - Create - Edit - Delete
Channels	No access to this resource.	View	N/A	- View - Create - Edit - Delete
Comments	No access to this resource.	View	- View - Create - Edit	- View - Create - Edit - Delete
Teleop	No access to this resource.	N/A	- View - Teleoperate device	- View - Create - Edit - Delete - Teleoperate device
Terminal	No access to this resource.	N/A	Operate device terminal	Enable/disable terminal access
Port Forwarding	No access to this resource.	N/A	Start port forwarding session	Enable/disable port forwarding
Events	No access to this resource.	View	- View - Mark event as read	- View - Create - Edit - Delete - Mark event as read
Commands	No access to this resource.	View	- View - Run command	- View - Create - Edit - Delete - Run command
Annotations	No access to this resource.	View	- View - Create annotation	- View - Create - Edit - Delete
Capture	No access to this resource.	N/A	- Create capture link	- Create capture link
Share	No access to this resource.	N/A	- Create share link	- Create share link
File Storage	No access to this resource.	N/A
Integrations	No access to this resource.	View		- View - Create - Edit - Delete
Interventions	No access to this resource.		N/A	- View - Create - Edit - Delete
Key Value Storage	No access to this resource.
Schedules	No access to this resource.	View	N/A	- View - Create - Edit - Delete
Kiosk	No access to this resource.		N/A
Task Summaries	No access to this resource.	N/A

When you have your desired set of permissions, continue to Step 3.

Step 3: Configure access levels

You can restrict the entities to which this role, and therefore any user with this role, has access. To do so, click the Restrict Access tab. Assign a set of tags which restricts this role's access to your desired level.

For more information, see Configure access levels.

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A role with no tags associated will have unrestricted access to resources within your organization to which it has View access. The permissions will still be set by what you configured in Step 2.

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