# Creating and Managing Custom Roles in FeatureOS

_By Sathi Banerjee  · May 12, 2026_

In FeatureOS, managing team permissions just got a whole lot more granular. While default roles like **Admin**, **Manager**, and **CSM** provide a great foundation, your organization might need roles that don't fit into a standard box, like a "Product Lead" who only manages specific boards or a "Moderator" who only handles comments.

With **Custom Roles**, you can mix and match permissions to ensure every team member has exactly the access they need.

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This feature is included in our Growth & Business Plans. 
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## Role Configuration

To create a role, navigate to **Organization Settings** > **My Team** > **Roles** and select **\+ Add Role**.

![](https://vault.featureos.app/uploads/attachment/upload/397e6ca9dde52b638eed34116fb702b1.png)

-   **Name:** The administrative title for the role (e.g., Support Lead).
    
-   **Slug:** A unique identifier used for system references (e.g., `support_lead`).
    
-   **Board Access:** Toggle **All boards** to grant universal access, or disable it to manually select specific boards( including both public and private boards) that the role can interact with.
    
    ![](https://vault.featureos.app/uploads/attachment/upload/717bbe20e7e4d1a8e7fb83224bc9872e.png)
    

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## Permission Modules

#### 1\. Posts

Define the level of access the specific custom role have to manage posts and their progression.

**Posts & Management**

-   **Approve posts:** Allows moving posts from moderation to an approved state.
    
-   **Edit posts:** Grants the ability to modify post titles and descriptions.
    
-   **Set post ETA:** Enables assigning or updating completion dates.
    
-   **Set post assignee:** Allows assigning specific team members to a post.
    
-   **Set post board:** Gives permission to move posts between different boards.
    
-   **Set post status:** Allows updating workflow stages (e.g., "Under Review").
    
-   **Pin posts:** Enables sticking important items to the top of a board.
    

**Post Actions**

-   **Post on behalf:** Allows submitting feedback using a customer's identity.
    
-   **Merge posts:** Grants the ability to combine duplicate feedback entries.
    
-   **Push to integrated applications:** Enables sending data to tools like Jira or Slack.
    
-   **Export posts:** Allows downloading post data in CSV format.
    
-   **Manage tags:** Gives the right to create or remove organizational tags.
    
-   **Vote on behalf of others:** Allows adding votes for customers.
    
-   **Hide / unhide posts:** Removes posts from public view without deletion.
    
-   **Import posts:** Grants permission to bulk-upload post data.
    
-   **Reset votes:** Allows clearing all existing votes on a specific post.
    
-   **Delete posts:** Provides high-level permission to permanently remove data.
    

#### 2\. Comments

Manage how team members participate in and moderate discussions.

-   **View/Manage private comments:** Control over internal-only team discussions.
    
-   **Manage/Moderate comments:** Broad rights to edit, remove, or approve public comments.
    
-   **Auto-approve post comments :** Comments on posts from this role publish without moderation.
    
-   **Auto-approve article comments :** Comments on KB articles from this role publish without moderation.
    
-   **Auto-approve changelog comments :** Comments on changelog entries from this role publish without moderation.
    

#### 3\. Boards

Manage the creation, customization, and visibility of boards.

-   **Create public/private board:** Authority to build new feedback channels.
    
-   **Customize submission form:** Ability to modify fields and layouts for new posts.
    
-   **Manage settings & members:** Rights to adjust board configurations and access.
    
-   **Manage custom fields:** Ability to create unique data points for post categorization.
    

#### 4\. Roadmap

Management of product strategy and timelines.

-   **Show roadmap module:** Primary visibility toggle for the roadmap tab.
    
-   **Manage roadmap settings:** Authority to configure column headers and visibility.
    
-   **Edit roadmap:** Permission to add, remove, or reorganize posts on the roadmap.
    

#### 5\. Additional Modules

-   **Changelog:** Controls the ability to view the product's release history.
    
-   **Knowledge Base:** Manages access to internal documentation and help articles.
    
-   **Customers:** Access to the CRM to view profiles and customer feedback history.
    
-   **Workspace:** Grants access to platform tools like **AI Chat** and **Form Management**.
    
-   **Admin:** High-level rights to **Import/Manage team members**, view **Organization Settings**, and access the **Recent Activity** audit log.
    

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## Role Management & Maintenance

Once a role is created, it is listed under the **Custom Roles** section of the Roles under Organization Settings → My Team → Custom Roles. You can manage existing roles by clicking the **three-dot menu (...)** located on the far right of the role entry.  

![](https://vault.featureos.app/uploads/attachment/upload/e121e373a1dbaa5da335f3b23c30e5d3.png)

#### 1\. Edit Role

To update the permissions or name of an existing role:

1.  Click the **three-dot menu (...)** next to the role name.
    
2.  Select **Edit Role** from the dropdown menu.
    
3.  This opens the permission matrix where you can add or remove capabilities.
    
4.  Click **Update Role** to save your changes.
    

#### 2\. Manage Members

To assign or remove team members from a specific role:

1.  Click the **three-dot menu (...)** next to the role name.
    
2.  Select **Manage Members**.
    
3.  In the resulting list, you can see all users currently assigned to the role. Use the interface to add new members or revoke access for existing ones.  
    
    ![](https://vault.featureos.app/uploads/attachment/upload/9fd6212195807bb91f94b26fbcef210b.png)
    

#### 3\. Delete Role

To permanently remove a custom role that is no longer needed:

1.  Click the **three-dot menu (...)** next to the role name.
    
2.  Select **Delete Role**.
    
3.  Confirm the deletion in the popup warning. Note that you will need to reassign users to a different role before a custom role can be fully deleted.
    

## **Need more help?**

Reach out to our support at [support@featureos.app](mailto:support@featureos.app) or submit a request [on our support board](https://feedback.featureos.app/b/Support)! 😃

[View this article on the web](https://help.featureos.app/en/articles/creating-and-managing-custom-roles-in-featureos)