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. Deploy: Your team members will instantly have access to the exact features you’ve provisioned for them.

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.