How admins choose which roles get a new feature when it ships
Overview
When we release a new feature, your organization's admins decide which roles get it, instead of it reaching only your admin roles by default.
What Does This Do?
When a new feature ships, only the Organization Admin and Default Admin roles have access to it at first. Your admins are notified two ways: by email, and in the app, where the review appears on the Admin Console home page. From the review, an admin turns the feature on for each of your custom roles and picks which of its permissions each role gets. Once they confirm, everyone in those roles has access.
The same review appears when your organization is given a new product, so you can decide who uses it from day one.
Key Concepts
| Review Access | Customize Access |
When you see it | We release new permissions for a product you already have | Your organization is given a new product |
What it covers | The permissions in that release | The whole product |
What you do | Choose which custom roles get access, and which permissions each one gets, then confirm |
|
Where This Shows Up
Area | What you can do there |
Email: "New feature available" | See what was released and open the review with Review Access. |
In-app notification: Release Review card on the Admin Console home page | See every pending review and open one. |
Review page | Turn the feature on for each role, choose permissions, and click Confirm Access. |
Admin Console: Roles | Change a role's access at any time after the review. |
How to Use It
Open the review. Click Review Access in the email, or open the review from the Release Review card on the Admin Console home page. The left side of the page shows the product, the release and when it shipped.
Choose your roles. Under Custom Roles, turn on each role that should get the feature. Each row shows how many users are in the role. Use Enable All Roles to turn every role on at once.
Choose permissions (optional). Expand a role to pick which of the feature's permissions it gets. Use Enable All Permissions to give every role every permission. A role must be turned on before you can select its permissions.
Confirm. Click Confirm Access. You see "Access confirmed", you're taken back to the home page, and the review leaves the list.
Default Admin always has full access and is shown for reference only. Use the filter bar to narrow a long list of roles or permissions.
What Happens Automatically
New reviews: we check for new releases every hour and create a review for each organization that has the product.
Notifications: admins get both an email and an in-app notification for every new release. Every active admin in your organization gets one email per batch of new reviews: "New feature available", or "New features available" when there's more than one. In the app, each new review appears on the Release Review card on the Admin Console home page until someone confirms it.
Before you confirm: the Organization Admin and Default Admin roles already have access, so admins can try the feature while you decide.
Who Can Review
Reviews appear on the home page for admins who can edit roles. Once a review is confirmed, anyone who opens it sees who reviewed it and when, and can't change it from there.
Known Limitations
A confirmed review can't be reopened. To change access afterwards, edit the role under Roles in the Admin Console.
A role that doesn't have access to the product is locked on the review. Give the role the product first, then confirm the review.
Each new review is emailed once. Pending reviews stay on the home page until someone confirms them.
Troubleshooting
I don't see the Release Review card. Only admins who can edit roles see it. If you should, ask another admin to check your role.
A role says "This role does not have access to the <product>product." Give the role that product under Roles, then come back to the review.
The permissions in a role are greyed out. Turn the role on first. The row shows "Enable the role to select permissions."
Confirming shows "Couldn't confirm access". Refresh the page and try again.
My team can't see the feature after I confirmed. Check that their role was turned on in the review, and that they're in that role. You can adjust it under Roles.
None of the above resolves it. Contact support with your organization's name, the feature's name, and what you're seeing.