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Assigning roles to your team members in Cortex helps you control what each individual can see and do within your organization. This article walks you through how to add roles and assign them to team members. For information on adding a team to Cortex, see Adding teams. See Viewing teams for information about viewing teams. Refer to Team ownership entity editing for information on entity editing.

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Adding a user to a team

Refer to Step 4c in Manually adding teams. A few things to keep in mind:
  • Users can only be added to manually created teams, and roles can only be assigned to manually created members.
  • Members imported from an identity integration keep their imported role. To change it, update the role in the integration. The change then syncs to Cortex.

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Adding team member roles

Cortex allows you to define roles that can be assigned to team members. Follow the steps below to create a new team member role.
  1. From the main sidebar, click your avatar in the bottom-left corner.
  2. Click Settings.
  3. From the Settings menu, locate the Workspace section, then expand Entities.
  4. Select Teams.
  5. In the Roles section, click Add role.
  6. In the right pane, configure the role:
    • Under Role name, enter the name of the role.
    • Under Tag, the tag auto-populates based on the role name.
    • Under Description, enter a description of the role.
    • By default, Enable notifications by default is toggle on. If enabled, members with this role receive relevant updates on Scorecards, Initiatives, and more.
       The 'Add role' pane.
  7. Click Add role. The role is added to your workspace.

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Applying a role to a team member OR editing a team member’s role

Roles can only be applied to manually created team members. Members imported from an identity integration retain the role assigned during import.
  1. From the main sidebar, expand Catalogs, then select Teams.
  2. Do one of the following:
    • Select the All tab to search and filter across all of your organization’s entities.
    • Select the Mine tab to search and filter only the entities you own.
    • Note that Cortex saves your selection and restores it the next time you open this page.
  3. Select a team.
  4. In the upper-right corner, click Configure entity.
  5. From the configuration sidebar, select Members.
    The 'Members' tab in the configuration sidebar.
  6. Locate the team member, then click the edit icon next to their name.
  7. In the side panel, select a role from the Team role drop-down menu.
  8. Click Update.

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Removing a team member

You can remove a team member from a manually added team at any time. Members imported from an identity integration keep their imported role. To remove them from a team, you’ll need to remove them in the integration. The change then syncs to Cortex.
  1. From the main sidebar, expand Catalogs, then select Teams.
  2. Do one of the following:
    • Select the All tab to search and filter across all of your organization’s entities.
    • Select the Mine tab to search and filter only the entities you own.
    • Note that Cortex saves your selection and restores it the next time you open this page.
  3. Select a team.
  4. In the upper-right corner, click Configure entity.
  5. From the configuration sidebar, select Members.
    The 'Members' tab in the configuration sidebar.
  6. Locate the team member, then click the trash icon next to their name. The Remove team member window opens.
  7. Click Delete. The team member is removed from the team.

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Adjusting team settings

Users with the Configure Settings permission can adjust system-wide settings for entities. To access team entity settings:
  1. From the main sidebar, click your avatar in the bottom-left corner.
  2. Click Settings.
  3. From the Settings menu, locate the Workspace section, then expand Entities.
  4. Select Teams.
  5. From the Team settings tab do any of the following:
    1. In the Team settings section, toggle on or off the following:
      1. Auto import Workday teams - If enabled, Cortex automatically imports any discovered teams and team relationships from Workday. See the Workday documentation for more information.
      2. Team ownership entity editing - If enabled, only specific members of the team can edit the entity. See Team ownership entity editing for more information.
      3. Give edit access to all team members - If enabled, all team members are granted edit access to the entities owned by the team. Note that turning off editing access for specific members is not supported.
      4. Sync team roles from identity providers - If enabled, Cortex automatically assigns roles to team members based on your enabled identity providers. Select the Identity providers tab to view your enabled identity providers. Enable this setting if you plan to restrict data verification to specific team member roles, since members imported without a role can’t verify entities.
    2. In the Roles section, add, edit, or remove team member roles.
  6. From the Identity providers tab, enable Cortex to use identity providers to sync teams and team memberships. Toggle on an identity provider to enable automatic sync.
    • When you import teams, Cortex shows the enabled IdPs listed on this page as import options.
Last modified on October 8, 2026