Tailor Your Workspace with CaliberMind’s Custom Roles

We know that as your marketing and analytics teams grow, standard out-of-the-box user roles don’t always fit your organizational structure. To give you total control over your environment, we are excited to introduce Custom Roles—a simple, click-and-configure way to provision the exact level of access your team needs.

What’s New & Why It Matters

  • Granular Access Control: No more compromising on security or cluttering user dashboards. You can now build tailored roles from scratch, ensuring team members see exactly what they need to see—and nothing they don’t.
  • Unlimited Flexibility: Create as many unique roles with whatever combination of features your organization requires. Whether it’s a view-only role for executives or specialized access for data analysts, you define the boundaries.
  • Streamlined User Management: Easily assign your newly minted roles to existing or new team members with just a few clicks.

💡 Good to Know: Dashboard Access is still securely controlled at the individual Dashboard Level, provided the user’s assigned Custom Role grants them overall access to the Dashboards feature.

How It Works: Step-by-Step

  1. Build the Role: Navigate to the new Roles section under the Access grouping. Name your new role and select the specific features you want to provision.
  2. Assign the Team: Head over to the Users section, select your teammates, and assign them their new Custom Role.
  3. Assign Ask Cal Credit Limits: Head over to the Ask Cal section in Settings and navigate to Access to assign credit limits per Custom Role
  4. Deploy: Your team members will instantly have access to the exact features you’ve provisioned for them.

Custom Role Feature Assignment

When creating a custom role, you will be prompted to assign specific features to the new role. Select the checkbox(es) next to the Product or Settings features that will be assigned for the role.

  • Product: Allows assigned users to access the specified feature.
    • Agent Cal: Ability to access the “Agent Cal” conversational LLM
    • Answers: Ability to access the “Answers” section
    • Dashboards: Ability to access and view Dashboards
    • Lists: Ability to access the “Lists” section
    • MCP: Ability to authenticate the CaliberMind environment to your MCP
  • Settings: Allows assigned users to access specific settings within the Admin section.

Get Started Today

Ready to optimize your team’s workspace? Log into CaliberMind, navigate to your Account Settings, and start building your first Custom Role today.

For detailed step-by-step instructions reach out to your Customer Success Manager.

Additional Note:

When creating a custom role you can select a Role to clone feature access from as well as dashboard access. The dashboard access will copy access from all existing dashboards, future dashboards will need to be updated with whichever Roles are required.