[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"productUpdate-en::custom-roles-beta:en":3,"productUpdatesNearDate-en:timestamp-2026-11-04T08:00:00+09:00:en":19},{"id":4,"title":5,"slug":6,"description":7,"body":8,"tags":9,"coverUrl":13,"coverMediaUrl":14,"ogImageUrl":14,"createdAt":15,"updatedAt":15,"datePublished":16,"locale":17,"updateType":18},"1SFS2vHvFsB746GfcmIctO","Custom Roles Are Now Available in Beta","custom-roles-beta","Build your own workspace roles by choosing a permission level for each area, and assign them to users and service accounts. Now available in beta.","\u003Cp>Custom roles are now available in beta, so you can build your own workspace roles. Choose a permission level for each area, such as workspace, connections, and notebooks, and assign roles that match how your team divides responsibilities to users and service accounts.\u003C\u002Fp>\u003Cp>Until now, workspace roles were limited to the built-in roles. With custom roles, you can create roles such as Editor permissions plus some management permissions, or view-only access to just the areas a person needs.\u003C\u002Fp>\u003Ch2>Key features\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Cb>Choose a level for each area\u003C\u002Fb>: For each item, such as Workspace settings, Members, Workspace connections, Workspace notebooks, and Workflows, select \u003Cb>None\u003C\u002Fb> or one of its levels (such as \u003Cb>View\u003C\u002Fb>, \u003Cb>Run\u003C\u002Fb>, \u003Cb>Edit\u003C\u002Fb>, or \u003Cb>Publish\u003C\u002Fb>). A higher level includes the lower levels\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Start from a template\u003C\u002Fb>: In \u003Cb>Workspace settings\u003C\u002Fb> > \u003Cb>Roles\u003C\u002Fb>, click \u003Cb>New role\u003C\u002Fb> and choose \u003Cb>Blank role\u003C\u002Fb> or \u003Cb>Start from Editor\u003C\u002Fb>. You can also \u003Cb>Duplicate\u003C\u002Fb> an existing custom role as the basis for a new one\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Grant connections one by one\u003C\u002Fb>: You can now grant resource roles on individual connections whose access level is Workspace. Even with \u003Cb>Workspace connections\u003C\u002Fb> set to \u003Cb>None\u003C\u002Fb>, you can let a role use only the connections it needs\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Manage guest invitations with roles\u003C\u002Fb>: Whether someone can invite guests from a report is now decided by the \u003Cb>Guest invitations\u003C\u002Fb> permission of their role. The setting that removes guest invitations from the built-in Editor role has moved to the Editor's \u003Cb>Permissions\u003C\u002Fb> on the \u003Cb>Roles\u003C\u002Fb> page\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Example use cases\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>Let your data platform team keep Editor permissions and also create and manage connections\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Give executives or members of other departments a role that can only view the notebooks they need\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>When departments use different data warehouses, give each department access only to its own workspace connections\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Related documentation\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Fworkspace\u002Faccess-and-security\u002Froles#custom-role\" target=\"_blank\" rel=\"noopener noreferrer\">Custom roles\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Fworkspace\u002Faccess-and-security\u002Froles#permissions-connection\" target=\"_blank\" rel=\"noopener noreferrer\">Connection permissions\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Fworkspace\u002Faccess-and-security\u002Froles#editor-guest-invite\" target=\"_blank\" rel=\"noopener noreferrer\">Changing guest invitations for Editor\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Availability\u003C\u002Fh2>\u003Cp>Custom roles are an optional feature in beta and may not be available depending on your contract. The specification might change without notice.\u003C\u002Fp>\u003Cp>Only workspace owners can create, edit, and delete roles. Permissions reserved for workspace owners, such as deleting the workspace, granting the owner role, and API keys, cannot be included in a custom role. Custom roles cannot be assigned to guests or to users who join through allowed domains or invite links. Users with a custom role count toward the number of editors, regardless of their permissions.\u003C\u002Fp>",[10],{"id":11,"name":12},"new_feature","New Feature","","https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F6qTGCKqaStct7a9h58qrMS\u002Fc65b21ecab3cc06ee1b0ceea6a7c0ac4\u002Fproduct-update-custom-roles-beta.png","2026-11-03T23:00:17.584Z","2026-11-04T08:00:00+09:00","en","major_release",[20,32],{"id":21,"title":22,"slug":23,"description":24,"body":25,"tags":26,"coverUrl":13,"coverMediaUrl":27,"ogImageUrl":28,"createdAt":29,"updatedAt":29,"datePublished":30,"locale":17,"updateType":31},"6uZ9EJehi6enjKAzWT16g7","Codatum Biweekly Update: File Attachments for Codatum Agent, Bulk Notebook Run and Publish, and Conversation Branching","biweekly-update-2026-10-30","A roundup of updates from October 19 to October 30, 2026, including file attachments for Codatum Agent and bulk running and publishing for notebooks.","\u003Cp>Here is a roundup of updates from October 19 to October 30, 2026. You can now attach files and images to Codatum Agent, and we also released bulk running and publishing for notebooks, conversation branching and voice input, and bulk invitations for workspace members.\u003C\u002Fp>\u003Ch2>Highlight\u003C\u002Fh2>\u003Ch3>Attach files and images to Codatum Agent\u003C\u002Fh3>\u003Cp>You can now attach data files such as CSVs, and images, to your chats and ask Codatum Agent to analyze or review them right away. Use it to compare targets you keep locally with actuals, or to write SQL based on a screenshot from another tool. \u003Ca href=\"\u002Fupdates\u002Fcodatum-agent-file-attachments\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more\u003C\u002Fa>\u003C\u002Fp>\u003Cfigure class=\"EmbeddedContent_Wrapper\">\u003Cimg src=\"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F1bnn6L0CrC8x7GbCUAiqQY\u002F238bbd04f1429bff2739d3dc21e68283\u002Fproduct-update-agent-file-attachments.png\" alt=\"Codatum Agentにファイルや画像を添付できるようになりました cover\">\u003C\u002Ffigure>\u003Ch2>Easier work with notebooks and Codatum Agent\u003C\u002Fh2>\u003Ch3>Run and publish multiple notebook pages at once\u003C\u002Fh3>\u003Cp>You can now select multiple notebook pages and run them in order. You can also apply notebook changes to all published reports, public links, and signed embeds in one go. \u003Ca href=\"\u002Fupdates\u002Fnotebook-run-multiple-pages-and-bulk-publish\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more\u003C\u002Fa>\u003C\u002Fp>\u003Cfigure class=\"EmbeddedContent_Wrapper\">\u003Cimg src=\"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F7AMFekU4TZwRkfnKjdKLo6\u002F95ff451caae5b262ff26e84e5584cbfc\u002Fproduct-update-notebook-bulk-run-and-publish.png\" alt=\"ノートブックの複数ページをまとめて実行・公開できるようになりました cover\">\u003C\u002Ffigure>\u003Ch3>Conversation branching and voice input\u003C\u002Fh3>\u003Cp>Branch a Codatum Agent conversation into a new session from any point, and try a different instruction while keeping the original. Voice input and notebook page mentions are also now supported. \u003Ca href=\"\u002Fupdates\u002Fcodatum-agent-session-branching-and-voice-input\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more\u003C\u002Fa>\u003C\u002Fp>\u003Cfigure class=\"EmbeddedContent_Wrapper\">\u003Cimg src=\"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F3AG4wCfCSND951eK72tHTy\u002F10a2512c68ede6af7bc33bac0d908626\u002Fproduct-update-agent-session-branch-voice-input.png\" alt=\"Codatum Agentで会話の分岐と音声入力ができるようになりました cover\">\u003C\u002Ffigure>\u003Ch2>Stronger workspace administration\u003C\u002Fh2>\u003Ch3>Invite members in bulk\u003C\u002Fh3>\u003Cp>You can now send workspace invitations to multiple email addresses at once, with the same role and groups applied to everyone. This makes it easier to roll out Codatum to a team or department. \u003Ca href=\"\u002Fupdates\u002Fbulk-invite-workspace-members\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more\u003C\u002Fa>\u003C\u002Fp>\u003Cfigure class=\"EmbeddedContent_Wrapper\">\u003Cimg src=\"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F6croMoEOwhddJGmTIgJGdQ\u002Fc380f65a42dbb28f238fe4554caa493e\u002Fproduct-update-bulk-invite.png\" alt=\"ワークスペースにメンバーをまとめて招待できるようになりました cover\">\u003C\u002Ffigure>\u003Ch2>Other updates\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Cb>Cron schedules for workflows\u003C\u002Fb>: Set a workflow schedule with a cron expression, and see the next five scheduled runs in the editor (\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fworkflow\u002Foverview#schedule\" target=\"_blank\" rel=\"noopener noreferrer\">Docs\u003C\u002Fa>)\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>PDF output for the Screenshot step\u003C\u002Fb>: The Screenshot step in workflows can now output PDF, with a choice of paper size (A4 or A3) and orientation (\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fworkflow\u002Fsteps\" target=\"_blank\" rel=\"noopener noreferrer\">Docs\u003C\u002Fa>)\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Unpin axis from zero\u003C\u002Fb>: Chart axis settings can now fit the axis range to your data, making changes in values far from zero easier to see (\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fnotebook\u002Fchart\u002Fxy-chart#y-axis-range\" target=\"_blank\" rel=\"noopener noreferrer\">Docs\u003C\u002Fa>)\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Prefix and suffix size in Big Number\u003C\u002Fb>: Set the font size of the prefix and suffix separately for the value and the secondary value\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Outline for grid pages\u003C\u002Fb>: Grid pages now show an outline built from headings so you can jump to any section (\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fnotebook\u002Fgrid-page\u002Foverview#outline\" target=\"_blank\" rel=\"noopener noreferrer\">Docs\u003C\u002Fa>)\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Sort and filter notebooks in folders\u003C\u002Fb>: Sort notebooks in a folder by last edited or created time, and filter by last editor, creator, or name (\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fnotebook\u002Ffolder#list\" target=\"_blank\" rel=\"noopener noreferrer\">Docs\u003C\u002Fa>)\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Keyword search for canvases\u003C\u002Fb>: Search across canvas names, descriptions, and content from the canvas list (\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fai-agent\u002Foverview#canvas-list\" target=\"_blank\" rel=\"noopener noreferrer\">Docs\u003C\u002Fa>)\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>We expanded what you can share with Codatum Agent and what it can do, while reducing the effort needed to refresh and publish notebooks and to administer your workspace.\u003C\u002Fp>",[],"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F1BihZRNsbW9nZuqdJoxkxY\u002F3524f2e7038b29968947fb2259c378de\u002Fdigest-design-2026-10-30.png","https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002FUmYKLSBaSOA5cSqAld3YA\u002F125cdda4c2ce97312dee8b96edf08653\u002Fdigest-design-2026-10-30-og.png","2026-10-29T23:00:12.329Z","2026-10-30T08:00:00+09:00","biweekly_digest",{"id":33,"title":34,"slug":35,"description":36,"body":37,"tags":38,"coverUrl":13,"coverMediaUrl":40,"ogImageUrl":41,"createdAt":42,"updatedAt":42,"datePublished":43,"locale":17,"updateType":44},"17jzazvsxRNfpXZachwbUY","Branch Conversations and Use Voice Input with Codatum Agent","codatum-agent-session-branching-and-voice-input","Branch a Codatum Agent conversation into a new session from any point, and use voice input and notebook page mentions.","\u003Cp>You can now branch a conversation with Codatum Agent into a new session from any point. Codatum Agent also now supports voice input, and you can mention notebook pages to point it at a specific page.\u003C\u002Fp>\u003Ch2>Key features\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Cb>Branch a conversation\u003C\u002Fb>: Choose \u003Cb>Branch into a new session\u003C\u002Fb> on one of your messages or at the end of a completed response to start a new session with a copy of the conversation up to that point. The original session stays as it is, so you can freely try a different instruction\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>What carries over\u003C\u002Fb>: Messages up to the branch point, tool results, attachments, charts and tables in messages, and Todos. Session settings such as the connection, AI profile, and approval mode also carry over\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Voice input\u003C\u002Fb>: When the input is empty, click \u003Cb>Voice input\u003C\u002Fb> (the microphone icon) and speak. Recognized text goes into the input, so you can review it before sending\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cb>Mention notebook pages\u003C\u002Fb>: While a notebook is open, choose \u003Cb>Notebook Page\u003C\u002Fb> from \u003Ccode class=\"hljs\">\u003Cspan class=\"hljs-meta\">@\u003C\u002Fspan>\u003C\u002Fcode> or the \u003Ccode class=\"hljs\">+\u003C\u002Fcode> menu to point Codatum Agent at a specific page\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Example use cases\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>Midway through an analysis, branch the conversation to try a different breakdown while keeping the original\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Describe an idea for an analysis by speaking instead of typing\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>In a notebook with many pages, ask Codatum Agent to review the charts on a specific page\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Related documentation\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fai-agent\u002Foverview#session-fork\" target=\"_blank\" rel=\"noopener noreferrer\">Session branching\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fai-agent\u002Foverview#voice-input\" target=\"_blank\" rel=\"noopener noreferrer\">Voice input\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Ca href=\"https:\u002F\u002Fdocs.codatum.com\u002Ffeatures\u002Fai-agent\u002Foverview#mention-context\" target=\"_blank\" rel=\"noopener noreferrer\">Specifying context\u003C\u002Fa>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Availability\u003C\u002Fh2>\u003Cp>Only the user who created a session can branch it. Shared sessions cannot be branched. With this change, the resend and edit buttons on messages have been replaced by branching.\u003C\u002Fp>\u003Cp>Voice input is off by default. A workspace owner can turn on \u003Cb>Voice input\u003C\u002Fb> in \u003Cb>AI feature settings\u003C\u002Fb> under workspace settings. Audio is sent to an external speech recognition service to convert it to text and is not stored by Codatum. Each recording can last up to 4 minutes, and the language follows your account language setting (Japanese or English).\u003C\u002Fp>",[39],{"id":11,"name":12},"https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F3AG4wCfCSND951eK72tHTy\u002F10a2512c68ede6af7bc33bac0d908626\u002Fproduct-update-agent-session-branch-voice-input.png","https:\u002F\u002Fimages.ctfassets.net\u002Fggtw2zqmifs5\u002F45klRHgagmkf4t1jkDsHIG\u002F8ff3f7cbc1f6801480d313f30d6d95bd\u002Fproduct-update-agent-session-branch-voice-input-og.png","2026-10-27T23:00:14.435Z","2026-10-28T08:00:00+09:00","standard_release"]