> **Building with AI coding agents?** Install the authstack plugin with one command. This equips your agent with accurate Scalekit implementation patterns.
>
> **Recommended**:
> ```bash
> npx @scalekit-inc/cli setup
> ```
>
> Global:
> ```bash
> npm install -g @scalekit-inc/cli
> scalekit setup
> ```
>
> Supports Claude Code, Cursor, GitHub Copilot, Codex + skills for 40+ agents.
> Features: full-stack-auth, agent-auth, mcp-auth, modular-sso, modular-scim.
> [Full setup guide](https://docs.scalekit.com/dev-kit/build-with-ai/)

---

# Define custom dashboard roles

Create a custom dashboard role and pick which Scalekit dashboard permissions it grants.
Custom dashboard roles grant access to specific Scalekit dashboard areas. Use one when **Admin** is too broad and a fixed role such as **Member** or **Developer** is too narrow.

These permissions apply to the dashboard, not to users in your application. Application roles stay in [Create roles and permissions](/authenticate/authz/create-roles-permissions/).

## Before you start

- **Roles** appears under **Workspace** in workspace settings, between **Team Members** and **Billing**
- You hold `dashboard_roles:write` (and you can only grant permissions you already have)
- You know which dashboard areas the job must open

> note: If Roles is missing
>
> The **Roles** item is shown when dashboard roles are enabled on the workspace. If you only see **General**, **Environments**, **Team Members**, and **Billing**, ask an Admin or [Scalekit support](mailto:support@scalekit.com).

## Permission groups

The role drawer groups dashboard permissions. Typical groups:

| Area | What it gates |
| ---- | ------------- |
| Workspace | Workspace name and settings |
| Members | **Team Members** invites and removals |
| Dashboard roles | Creating and editing dashboard roles |
| Environment access | Per-environment role overrides |
| Billing | Plan, invoices, and payment method |
| Environments | Creating and renaming environments |
| Environment settings | Auth methods, session policy, and related env settings |
| Branding, emails, custom domain | **Customize** pages |
| Applications and API credentials | **Applications** and client secrets |
| Organizations, users, SSO, SCIM | Customer-tenant configuration |
| Webhooks, interceptors, logs | Developer tooling |

Permissions marked **Sensitive** cover irreversible actions, live credentials, or the ability to grant access to others.

1. ## Open Roles

   In the header, click the **workspace name** and open workspace settings.

   In the workspace left nav, click **Roles**.

   The table lists **Name**, **Permissions**, **Description**, and **Type**. **Fixed** roles ship with Scalekit. **Custom** roles are ones you created.

2. ## Create a role

   Click **Create role**.

   Enter a **Role name** (50 characters or fewer). Name it after the job, not the person — for example **Billing Owner** or **Support**.

   Add a **Description** so the next Admin knows when to assign it.

3. ## Start from a preset (optional)

   In **Start from**, pick a preset if one matches the job:

   | Preset | Use when |
   | ------ | -------- |
   | Member floor | Baseline read access |
   | Developer | Apps, credentials, and env configuration |
   | Auditor | Read-only review |
   | Support | Helping customers without billing or role admin |
   | Billing Owner | Plan and invoices |
   | Designer | Branding and emails |

   A preset is a starting point. You can change any permission after you pick one.

4. ## Choose permissions

   Enable only the permissions this job needs. Use **Filter permissions**, **Select all** on a group, or **Clear all**.

   > caution: You can only grant what you hold
>
> The drawer blocks permissions you do not have. Ask an Admin to create the role if you need a grant above your own.

   > caution: Sensitive permissions
>
> Roles that include **Sensitive** permissions can delete resources, expose live credentials, or invite others. Assign those roles only to people you trust.

5. ## Save and assign

   Click **Save changes**.

   Open **Team Members**, choose **Edit role** on the member, select the new role under **Workspace role**, and click **Save**. See [Set up workspace roles](/how-to/set-up-workspace-roles/).

## Verify

1. Open **Roles** and confirm the new row shows **Custom** and the permission count
2. Assign the role to a test member
3. Sign in as that member and confirm allowed pages load
4. Confirm a denied page shows an access error instead of the setting

## Common questions

## Can I delete a custom role?

Open the role's **Role actions** menu and choose **Delete**. You cannot delete a role that is still assigned. Reassign those members first. Fixed roles cannot be deleted.

## Does this role apply inside my application?

No. Dashboard roles only gate `app.scalekit.com`. Application roles for your users live in left-nav **Roles & Permissions** and in [Create roles and permissions](/authenticate/authz/create-roles-permissions/).


---

## More Scalekit documentation

| Resource | What it contains | When to use it |
|----------|-----------------|----------------|
| [/llms.txt](/llms.txt) | Structured index with routing hints per product area | Start here — find which documentation set covers your topic before loading full content |
| [/llms-full.txt](/llms-full.txt) | Complete documentation for all Scalekit products in one file | Use when you need exhaustive context across multiple products or when the topic spans several areas |
| [sitemap-0.xml](https://docs.scalekit.com/sitemap-0.xml) | Full URL list of every documentation page | Use to discover specific page URLs you can fetch for targeted, page-level answers |
