Custom roles in Pylon allow you to create granular permission sets for your Contacts, controlling what they can view, edit, and manage within the Customer Portal.

Standard Roles: Built-in roles provided by Pylon (indicated by Pylon logo)

• Cannot be edited or deleted

• Can be duplicated to create custom variants

Custom Roles: User-created roles with customizable permissions

• Fully editable

• Can be deleted

• Can be duplicated

Permission Types

Each permission category has up to 3 action types:

• View Only: View-only access

• Editor: Create and update access (automatically includes Read)

• No Access: No access at all - a contact with this role cannot log into the portal and cannot view any issues or data. If you see a contact listed with No Access, there is no data exposure risk.

Creating / Editing Contact Roles

Navigate to Contacts. Click Manage Portal Roles in the top right.

From there, edit an existing custom Contact role, or create new ones.