What Are Custom Permission Groups?

Custom permission groups in ChurnZero allow admins to control what users can see and do across the platform by grouping permissions together. Instead of managing access on a user-by-user basis, you can create permission groups that align with specific roles or responsibilities and apply them consistently across your team.

In this article, we’ll explain what custom permission groups are, how to create them, and why they’re important for secure and scalable user management. 

Custom Permission Groups in ChurnZero

Permission groups are collections of access settings that determine which features, data, and configuration areas users can access within your ChurnZero instance. Custom permission groups let you define those collections yourself, based on how your organization works. For example, you might create separate groups for CSMs, team leads, and admins, each with different levels of access.

Custom permission groups are managed at the Admin level and can be assigned to users individually or in bulk. A single user can belong to more than one permission group, allowing access to be layered as needed.

Creating a Custom Permission Group

Creating a custom permission group follows a straightforward admin workflow.

At a high level, the process looks like this:

1. Navigate to the Admin space and open Permission Groups.

2. Create a new permission group and give it a name (we recommend something clear and role-based).

3. Configure the group’s access by enabling or disabling permission categories.

4. Save the permission group.

5. Assign the permission group to users as needed.

Once created, the permission group becomes available for assignment when editing user access settings.

How Custom Permission Groups Work

Custom permission groups control access at the group level rather than the individual user level. Permissions are enabled or disabled for the entire group, and any changes made to the group automatically apply to all users assigned to it. Users can belong to more than one permission group, and their access is cumulative across all assigned groups. This layered approach allows admins to manage access consistently and efficiently, without needing to update permissions for each user individually.

Why Create Custom Permission Groups?

Creating custom permission groups helps you manage access more effectively as your team grows.

Custom permission groups allow you to:

• Control access to sensitive data and administrative settings

• Ensure users have access only to what they need for their role

• Standardize permissions across teams and regions

• Simplify onboarding and role changes

• Reduce accidental changes and support issues caused by over-permissioning

By defining permission groups up front, you create an access model that's more predictable and easier to maintain. 

When to Use Custom Permission Groups

Custom permission groups are especially valuable when multiple roles or teams use ChurnZero and require different levels of access. They provide a structured way to control who can access specific areas of the platform, helping you maintain clear boundaries as your usage grows.

With custom permission groups, you can:

• Separate administrative or configuration access from day-to-day user access

• Control who can change settings or manage system configurations

• Manage access to data and advanced features

• Apply consistent permissions when onboarding new users

• Quickly adjust access as roles and responsibilities evolve

• Reduce the risk of over-permissioning as your ChurnZero environment becomes more complex

By organizing access in this way, you can scale your team confidently while maintaining clarity and control over permissions.

Best Practices for Custom Permission Groups

To keep permission management simple and sustainable, we recommend:

• Designing groups around roles, not individuals.

• Starting with minimal access and expanding only where needed.

• Keeping admin-level permissions limited to a small group of users.

• Using clear, consistent naming so groups are easy to understand.

• Reviewing permission groups periodically as teams and workflows change.

Managing Users with Custom Permission Groups

Once custom permission groups are in place, user management becomes more efficient. You can assign groups during user creation, update access when roles change, or apply changes to multiple users at once.

Because permission groups are reusable and centrally managed, they help ensure consistent access across your organization while reducing manual admin work.

Learn More

For detailed guidance on editing permission groups, assigning them to users, and understanding individual permissions, see Understanding Permission Groups.