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Add documentation for Custom Roles feature#4293

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brianmacdonald-temporal wants to merge 37 commits into
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custom-roles
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Add documentation for Custom Roles feature#4293
brianmacdonald-temporal wants to merge 37 commits into
mainfrom
custom-roles

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@brianmacdonald-temporal

@brianmacdonald-temporal brianmacdonald-temporal commented Mar 13, 2026

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What does this PR do?

Adds documentation for the Custom Roles feature

Notes to reviewers

┆Attachments: EDU-6050 Add documentation for Custom Roles feature

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temporal-documentation Error Error Jun 24, 2026 10:49pm

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Comment thread docs/cloud/manage-access/custom-roles.mdx Outdated
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Deployment failed with the following error:

The `vercel.json` schema validation failed with the following message: should NOT have additional property `public`

Learn More: https://vercel.com/docs/concepts/projects/project-configuration

brianmacdonald-temporal and others added 2 commits June 18, 2026 15:59
Co-authored-by: Lutao X <lutao.xie91@gmail.com>
Expanded the exclude patterns to include all underscore-prefixed files and directories, ensuring that partials and specific context content are not rendered in the documentation.
Implemented a function to filter out underscore-prefixed files and directories from the documentation preview list, ensuring that only relevant content is included. This change aligns with the existing exclusion patterns defined in docusaurus.config.js.

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added the note to explain the user access update guardrail

- `cloud.customrole.create`
- `cloud.customrole.update`
- `cloud.customrole.assign`

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Suggested change
Note: Receiving`cloud.customrole.assign` alone does not grant the ability to update a principal's access on its own. Assigning a Custom Role to a user, group, or service account also requires the relevant principal-update permission such as [update a user access](https://saas-api.tmprl.cloud/docs/httpapi.html#tag/users/POST/cloud/users/{userId}). Developer and Read-only predefined roles do not include those permissions. Global Admin can perform full Custom Role delegation after receiving `cloud.customrole.assign` because it has the required principal-update permissions by default.

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7 participants