# Creating a custom role
> Apart from the default Document Understanding roles, you can also create and manage custom roles. Adapting custom roles to specific needs and permissions helps align them with organizational requirements.
Apart from the default Document Understanding roles, you can also create and manage custom roles. Adapting custom roles to specific needs and permissions helps align them with organizational requirements.
Custom roles are available at both the tenant level, and the project level.
## Tenant-level roles
The tenant-level roles can grant the following permissions:
Table 1. Standard permissions
| Permission Type | Permission | Description |
| --- | --- | --- |
| Authorization / Action | Read | Read allows the users to read the actions or permissions when creating a custom role or when viewing a role. |
| Authorization / Role | Read | View all roles. |
| Authorization / Role | Update | Update custom roles. |
| Authorization / Role | Create | Create custom roles. |
| Authorization / Role | Delete | Delete custom roles. |
| Authorization / Role Assignment | Read | View all existing role assignments. |
| Authorization / Role Assignment | Update | Update existing role assignments. |
| Authorization / Role Assignment | Create | Create new role assignments. |
| Authorization / Role Assignment | Delete | Delete existing role assignments. |
| Document Understanding - Tenant Settings | Read | Read Document Understanding tenant-level settings. |
| Document Understanding - Tenant Settings | Update | Update Document Understanding tenant-level settings. |
| Document Understanding - Tenant Settings | Create | Create Document Understanding tenant-level settings. |
Table 2. Additional permissions
| Permission Type | Permission | Description |
| --- | --- | --- |
| Authorization / Role Assignment | Export role assignment data | Export role assignment data from the user interface. |
## Project-level roles
The project-level roles can grant the following permissions:
Table 3. Custom role project-level permissions
| Permission Type | Permission | Description |
| --- | --- | --- |
| Authorization / Action | Read | Read allows the users to read the actions or permissions when creating a custom role or when viewing a role. |
| Authorization / Role | Read | View all roles. |
| Authorization / Role | Update | Update custom roles. |
| Authorization / Role | Create | Create custom roles. |
| Authorization / Role | Delete | Delete custom roles. |
| Authorization / Role Assignment | Read | View all existing role assignments. |
| Authorization / Role Assignment | Update | Update existing role assignments. |
| Authorization / Role Assignment | Create | Create new role assignments. |
| Authorization / Role Assignment | Delete | Delete existing role assignments. |
| Document Understanding - Classifier | Read | View all classifiers. |
| Document Understanding - Classifier | Update | Update classifiers. |
| Document Understanding - Classifier | Create | Create classifiers. |
| Document Understanding - Classifier | Delete | Delete classifiers. |
| Document Understanding - Data Set Export | Read | Read data set exports from a project version. |
| Document Understanding - Data Set Export | Create | Export data sets from a project version and manage the visibility of the download document(s) button. |
| Document Understanding - Data Set Export | Delete | Delete data set exports from a project version. |
| Document Understanding - Document Type | Read | Read document types. |
| Document Understanding - Document Type | Update | Update document types. |
| Document Understanding - Document Type | Create | Create document types. |
| Document Understanding - Document Type | Delete | Delete document types. |
| Document Understanding - Documents | Delete | Delete documents from a project. |
| Document Understanding - Extractor | Read | View extractors. |
| Document Understanding - Extractor | Update | Update extractors. |
| Document Understanding - Extractor | Create | Create extractors. |
| Document Understanding - Extractor | Delete | Delete extractors. |
| Document Understanding - Monitor Processed Documents | Read | View processed documents. |
| Document Understanding - Monitor Processed Documents Detail | Read | View details for processed documents |
| Document Understanding - Monitor Project Performance | Read | View the project performance. |
| Document Understanding - Project | Read | View projects. |
| Document Understanding - Project | Update | Update projects. |
| Document Understanding - Project | Create | Create projects. |
| Document Understanding - Project | Delete | Delete projects. |
| Document Understanding - Project Version | Read | View project versions. |
| Document Understanding - Project Version | Update | Update project versions. |
| Document Understanding - Project Version | Create | Create project versions. |
| Document Understanding - Project Version | Delete | Delete project versions. |
| Document Understanding - Project Version Label | Read | View project version labels. |
| Document Understanding - Project Version Label | Update | Update project version labels. |
| Document Understanding - Project Version Label | Create | Create project version labels. |
| Document Understanding - Project Version Label | Delete | Delete project version labels. |
Table 4. Additional permissions
| Permission Type | Permission | Description |
| --- | --- | --- |
| Authorization / Role Assignment | Export role assignment data | Export role assignment data from the user interface. |
| Document Understanding | Use extractors and classifiers from projects. | Use the same extractors and classifiers used inside projects. |
## Creating a custom role
To create a custom role:
1. Navigate to your respective Automation CloudTM URL and log in with your UiPath® account.
2. From the left-side navigation pane, select **Document Understanding**.
3. Select the **Manage access** button.
4. Go to the **Roles** tab, select **Create role,** and fill in the following fields:
* **Role name** - Give your role a descriptive name.
* **Description** - Optionally, provide a description.
* **Category** - Choose between:
+ **Tenant**
- You can assign this role at tenant-level. It consists of tenant-level permissions.
+ **Project** - You can assign this role to existing or new projects. It consists of project-level permissions.
5. Select **Next** to proceed to the permissions page.
6. In the **Standard permissions** and **Additional permissions** tabs, select the permissions to assign to the custom role.
7. Select **Create**.
## Viewing a custom role
To view a custom role:
1. Navigate to your respective Automation CloudTM URL and log in with your UiPath® account.
2. From the left-side navigation pane, select **Document Understanding**.
3. Select the **Manage access** button.
4. Go to the **Roles** tab and select the ellipsis for the custom role you want to view.
5. Select **View**.
## Editing a custom role
To edit a custom role:
1. Navigate to your respective Automation CloudTM URL and log in with your UiPath® account.
2. From the left-side navigation pane, select **Document Understanding**.
3. Select the **Manage access** button.
4. Go to the **Roles** tab and select the ellipsis for the custom role you want to view.
5. Select **Edit** to modify the description and permissions of the custom role.
6. After making the changes, select **Update**.
## Duplicating a custom role
To duplicate a custom role:
1. Navigate to your respective Automation CloudTM URL and log in with your UiPath® account.
2. From the left-side navigation pane, select **Document Understanding**.
3. Select the **Manage access** button.
4. Go to the **Roles** tab and select the ellipsis for the custom role you want to view.
5. Select **Duplicate & customize**, to create a copy of the role and modify its description and permissions.
6. After making the changes, select **Create**.
## Removing a custom role
To remove a custom role:
1. Navigate to your respective Automation CloudTM URL and log in with your UiPath® account.
2. From the left-side navigation pane, select **Document Understanding**.
3. Select the **Manage access** button.
4. Go to the **Roles** tab and select the ellipsis for the custom role you want to view.
5. Select **Delete**.
:::note
Deleting a custom role also removes all associated role assignments.
:::