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Roles & permissions

Roles and permissions

Roles decide what each member can see and do. InfraNest has built-in roles, and lets you create your own.

Roles and permissions control what each member of your organisation can see and do in InfraNest — this article is for anyone who manages a team.

Overview

  • InfraNest comes with built-in roles that cover most needs.
  • If you need finer control, you can create custom roles with their own permissions.
  • Roles are managed from Team, alongside your other member settings.

Understand the built-in roles

InfraNest includes three roles that every organisation shares:

  • Owner — full control of the organisation.
  • Admin — can manage resources and members.
  • Member — has day-to-day access.

These built-in roles can't be deleted, so they'll always be available to assign.

Create a custom role

Custom roles let you fine-tune access using a permission matrix, where you choose read, write, and (where it applies) delete access for each area — including cloud resources, DNS, domains, monitoring and certificates, as well as managing members, billing, and roles.

  1. Go to Team and open Roles.
  2. Select New to create a role.
  3. Tick the permissions it should have.

Roles and permissions

  1. Select Save to store the role.

Once the role is created, you can assign it to any member.

NoteThe full, always-up-to-date list of roles and permissions is available to admins in your settings.

Assign a role to a member

  1. Go to Team.
  2. Find the member you want to update.
  3. Select Edit next to their name.
  4. Choose the role to assign — this can be a built-in role or a custom role you've created.
  5. Select Save changes.

Tips

TipStart new custom roles with read-only access, then add write or delete permissions only where a member truly needs them. It's easier to grant more access later than to undo mistakes.

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