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Managing your team
Create custom roles for your team members
Create custom roles for your team members

Have full control over what different teammates do in their account

Updated over a week ago

Custom roles allows you to create different permissions for your teammates. 

Benefits of Custom Roles

Custom roles give you the best control over your account. This helps you to easily control who can see and do what in your organization.

  • Create custom roles to set up different permissions for different groups of users.

  • Invite reviewers or external partners to the account with proper permissions

  • Enable the reviewer dashboard with your branding

How do I add Custom Roles to my Account?

Custom roles is an additional feature. To get custom roles in your Filestage account, please contact us at

How can I create a Custom Role?

Once this functionality is added to your account, you can create a unique role and then decide on the permissions associated with those roles.

Once the role is created by an admin, you can add teammates and assign them their new role. 

💡What´s next? After understanding how to create custom roles, see how to Set up 2-Step Verification in Filestage.

Let us know if you have any questions by reaching out to us on chat or emailing us at! We're always happy to help!

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