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Configure Custom Role Integrations Permissions

Emily
  • Updated

Create an IT custom role in Lattice for integrations and single sign-on (SSO)

Integration custom role owners have admin-like permissions for integrations and single sign-on (SSO). Generally, custom role owners are employees within the company's IT team. 

Learn how to configure custom role admin permissions in Set Custom Role Admin Permissions.

Configure integrations custom role

  1. Navigate to Admin > Settings > People > Permissions. 
  2. Enter the Custom roles tab. 
  3. Click Create custom role. 
  4. Under Role details, enter the custom role's Role name and Role description.
  5. Add the Role members that will be given the additional permissions:
    • Create a new group or select an existing group 
    • Add individual employees
  6. Under the Global permissions section, navigate to Integrations and click Manage integrations, SSO, and API data.
  7. Select Save changes  

Global permissions

The Global Integrations permission allows custom role owners to manage Integrations for all users. 

Permissions include:

Custom role owner view

The custom role owner will have an admin page they can access by clicking Switch to admin. Within the admin page, they will only see the Integrations section. 

Example Integrations custom owner view. The page is opened to Integrations. On the lefthand admin navigation the following pages can be seen: Integrations, API keys, Single Sign-On, Import Log.

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