Custom roles
Information
This feature can be enabled upon request. Please contact us if you would like to use it.
On Cards, you can create custom roles to grant specific permissions to certain users or to AI agents (and MCP connectors).
Some use cases:
Create a "Contributor" role that can only create and edit courses, without access to user management or statistics.
Create a "Statistician" role that can view statistics without being able to edit course content.
Adapt access to your organization and workflows with ease.
List of custom roles
Create and edit a custom role
When you create a role, you start by giving it a name. You can also provide a description to help you remember the role's purpose.
You choose the type of role:
User: the role is intended to be assigned to a "human" user
AI Agent: the role is intended to be used on AI agents or MCP connectors.
Once the role is created, you will see the full list of available permissions, which you can then decide whether or not to grant to the role. Depending on the role type, the displayed permissions will differ (an AI agent has far fewer available permissions because it cannot perform all the operations available on Cards).
Assign a role
Once the role is created and customized, you can associate it with users.
To do this, go to a user's edit page, and you will see the new role appear in the list of available roles:
Depending on the permissions assigned, the user will have certain links grayed out (and inaccessible) in the "management" part of Cards.
If you create a custom role without any permissions, the user will be able to access the "management" section but will only be able to view listings (users, training, categories, routines, etc.).
If you wish to completely block access to the management section, use the default "user" role.
To associate a role with an AI agent or an MCP connector, go to "App & Integrations". See the documentation on AI agents.
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