---
title: "Roles and permissions"
slug: "roles"
updated: 2026-06-20T07:14:14Z
published: 2026-06-20T07:14:24Z
canonical: "docs.document360.com/roles"
---
> ## Documentation Index
> Fetch the complete documentation index at: https://docs.document360.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Roles and permissions
When you add a new user to your Document360 project, you can assign roles that contain a specific permission set defining what they can and cannot access, edit, or configure. Document360 splits roles into two types — **Portal role** and **Content role** — to give you precise control over both administrative access and content management access independently.
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## Portal role vs Content role
| Role type | What it controls |
|---|---|
| **Portal role** | Administrative tasks a user can perform in the knowledge base portal — such as managing users, configuring settings, and accessing security features |
| **Content role** | Content-related tasks a user can perform — such as creating, editing, publishing, and deleting articles and categories |
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## Accessing roles and permissions
1. Navigate to **Settings** () > **Users and security** in the left navigation bar in the knowledge base portal.
2. In the left navigation pane, navigate to **Roles and permissions**.
3. You can access the **Portal role** and **Content role** tabs.
4. The available system roles and custom roles (if previously added) will be listed.
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## What you can do on the Roles and permissions page
From this list, you can perform the following operations on both portal roles and content roles:
| Action | Applies to |
|---|---|
| **Clone role** | System roles and custom roles |
| **Edit role** | Custom roles only |
| **Delete role** | Custom roles only |
| **Show permissions** | System roles and custom roles |
Click the **New portal role** or **New content role** button at the top right of the respective tab to create a new custom role.
---
## Articles in this section
| Article | Description |
|---|---|
| [Default portal roles](/help/docs/default-portal-roles) | Owner, Admin, Contributor, and Reviewer — what each role can and cannot do |
| [Custom portal roles](/help/docs/custom-portal-roles) | Create a portal role with specific permissions tailored to your team's needs |
| [Default content roles](/help/docs/default-content-roles) | Editor, Draft writer, Reviewer, and None — what each role can and cannot do |
| [Custom content roles](/help/docs/custom-content-roles) | Create a content role with specific permissions for content management |