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Search Custom Roles

For organizations requiring more granular control over search administration, the Squiz Digital Experience Platform (DXP) supports custom roles for the Search (Funnelback) capability.

Custom roles allow administrators to mirror their internal organizational structure within search governance by partitioning access with precision.

Two-step authorization flow

User management for Search custom roles utilizes a "two-step" workflow across the DXP Console and the Search Administration Dashboard:

  1. Identity Management (DXP Console): A DXP Owner or Administrator invites a user to the organization and assigns them a base DXP role (e.g., Content Editor).

  2. Access Authorization (Search Dashboard): A DXP Owner logs into the Search Administration Dashboard to assign specific custom or default roles to the user.

Activation and Impact

The activation of custom roles is a tenancy-level setting managed by Squiz Customer Success.

Access Override Once custom roles are activated, the standard DXP primary role mappings for Search are overridden. All users—except for those with the Owner primary role—will lose default access to search resources until a DXP Owner manually assigns them specific roles.

User lifecycle management

Search user accounts are automatically managed based on the DXP user status.

Disabling users

Disabling a DXP user automatically deletes their Search user account.

Re-enabling users

Re-enabling a DXP user automatically creates a new Search user account. The access level depends on the DXP primary role:

  • DXP Owner: Automatically regains access to search capabilities.

  • Other DXP roles: No access until a DXP Owner manually assigns them specific roles in Search.

Configuration

For detailed information on configuring custom roles, including technical guardrails and a catalog of default roles, read the Search Custom Roles documentation.