How to create and use custom roles in Drag
Users can create custom roles in Drag with their own combination of permissions and map those roles to their team to define what actions each team member can perform in Drag.
Custom user roles and permissions are included in the Pro plan. ||
Drag users can choose their own combination of permissions to create custom roles, which define what team members are allowed to do.
There are over 30 permissions to choose from in the following categories:
Cards: Basic functionality in drag cards, such as replying or forwarding.
Boards: Board-related functionality, such as creating new boards or changing board settings.
Workflow: Teamwise workflow functionality, such as email templates or automations.
To create a new role:
Click the Drag icon in the top right corner to open the admin panel.
Click "Users and Roles" > "Roles" to view the list of roles that exist in your subscription. If you are logging in for the first time, you will see the list of default user roles.
Click the red "Add new role" button in the top right corner.
Please note that only super admins, account admins, or users assigned to custom roles with required permissions are allowed to create and map new custom roles.
4. Enter a role name and role description.
Select the permissions you want to include in this specific role.
Click “save changes” in the bottom right corner of the page.
The new role will be added to the "Roles" page with the "Custom" tag.
To edit or delete a custom role, simply click the pen icon (to edit) or the trash icon (to delete) next to the role name on the "Roles" page.
To map users to different roles, you need to have an active subscription with Drag. To do this:
Click "Users and Roles" > "Users" in the admin panel.
Click the pen icon next to the user you want to assign a role to.
Select the role you want to assign to this user and click “Save changes”.
Still have questions? Our support team would love to help at support@dragapp.com.
Custom user roles and permissions are included in the Pro plan. ||
What are custom functions
Drag users can choose their own combination of permissions to create custom roles, which define what team members are allowed to do.
There are over 30 permissions to choose from in the following categories:
Cards: Basic functionality in drag cards, such as replying or forwarding.
Boards: Board-related functionality, such as creating new boards or changing board settings.
Workflow: Teamwise workflow functionality, such as email templates or automations.
How to create a custom function
To create a new role:
Click the Drag icon in the top right corner to open the admin panel.
Click "Users and Roles" > "Roles" to view the list of roles that exist in your subscription. If you are logging in for the first time, you will see the list of default user roles.
Click the red "Add new role" button in the top right corner.
Please note that only super admins, account admins, or users assigned to custom roles with required permissions are allowed to create and map new custom roles.
4. Enter a role name and role description.
Select the permissions you want to include in this specific role.
Click “save changes” in the bottom right corner of the page.
The new role will be added to the "Roles" page with the "Custom" tag.
How to edit or delete custom roles
To edit or delete a custom role, simply click the pen icon (to edit) or the trash icon (to delete) next to the role name on the "Roles" page.
How to assign custom roles to users
To map users to different roles, you need to have an active subscription with Drag. To do this:
Click "Users and Roles" > "Users" in the admin panel.
Click the pen icon next to the user you want to assign a role to.
Select the role you want to assign to this user and click “Save changes”.
Still have questions? Our support team would love to help at support@dragapp.com.
Updated on: 13/02/2025
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