How to configure custom roles

Managing user access is a critical part of maintaining both security and efficiency within your organization. The Clym Control Center allows you to create and configure custom roles so each account user has permissions aligned with their responsibilities, website compliance needs, and internal security policies. By defining exactly what actions users can take, such as managing your Clym widget and Governance portal, accessing insights, or editing compliance settings, you can reduce risk while ensuring the right people have the right level of control.

This article walks you through how to create and configure custom roles in the Clym Control Center, including how to assign specific permissions based on your operational and compliance requirements. Please note that custom role functionality is available only to accounts on a Perform subscription. If your account is not currently on the Perform plan, this feature will not be accessible.

Creating a custom role is an easy 3-step process:

• Sign in to your Clym Control Center account
• Access the Configure tab
• Create a new role

1. Sign in to your Clym Control Center account

Navigate to clym.io to sign in to your Clym account.

2. Access the Configure tab

From the left side menu, navigate to the Configure tab and click Access to expand the section. Click Roles.

3. Sign in to your Clym Control Center account

Click + Create role.

In the window that opens, provide the Role code and Role name, and configure which items you would like the role to have access to in your Clym Control Center account. Click Save.

If you encounter any challenges, please reach out to us at support@clym.io.

Updated on: 11/02/2026