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24 changes: 21 additions & 3 deletions references/workspace/custom-roles.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -89,16 +89,34 @@ This approach gives you precise control over what users can do in each project w

![create-new-role.png](/images/references/workspace/create-new-role.png)

### Scope dependencies

Many scopes depend on other scopes to work correctly — for example, most project scopes require `view:Project`. When building or editing a role, the role builder shows each scope's dependency status:

- **Green check mark** — all dependencies are met.
- **Orange triangle** — some dependencies are met. The scope will still function, but certain aspects of the permission will not work.
- **Red circle** — none of the dependencies are met.

A summary in the bottom-left of the role builder shows how many selected scopes have all, some, or none of their dependencies met.

![scope-dependencies.png](/images/references/workspace/scope-dependencies.png)

A couple of things worth knowing:

- Selecting a scope automatically selects its required dependencies.
- _Deselecting_ a scope does **not** auto-deselect its dependencies. Many scopes (like `view:Project`) are required by lots of other scopes, so Lightdash leaves them in place to avoid silently breaking other selected scopes.

### Duplicate an Existing Role

If you want to create a role similar to an existing one:

1. Find the role you want to duplicate (system role or custom role)
2. Click the **⋯** menu next to the role
3. Select **Duplicate Role**
4. Enter a new name for the duplicated role
5. Modify the scopes as needed
6. Click **Save**
4. Select the **role type** — **Organization** or **Project**. This determines whether the duplicated role will be applied at the organization level or the project level, and which scopes are available. Once selected, the role type cannot be changed.
5. Enter a new name for the duplicated role
6. Modify the scopes as needed
7. Click **Save**

This is particularly useful when you want to create a role similar to a system role but with some modifications.

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