How to Grant Polaris Access to Users in Contentstack

Note For access, talk to our Support team.

Polaris is Contentstack's in-app conversational assistant that provides intelligent, context-aware help across the CMS. It allows users to interact with the platform through natural language, asking questions, generating content, or running tasks.

Note Only users with the Admin or Owner role have access to Polaris. Users with a Member role do not see the Polaris icon in the top navigation unless an admin explicitly grants them access through a Custom Role.

This guide walks Organization Owners and Admins through the complete setup, from enabling Polaris at the organization level to assigning the correct role to your users.

Before assigning Polaris access to any user, an administrator must first enable Polaris at the organization level. To do so, follow these steps:

1. Log in to your Contentstack account.
2. After logging in, click the App Switcher icon, then select Administration from the list.
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3. In the top navigation panel, click AI Settings.
4. In the Global AI Settings, locate the Polaris toggle and turn it on.
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5. Click Save.

Note If you do not see the AI Settings option or the Polaris toggle, contact Contentstack Support to confirm Polaris is available on your plan.

Navigate to the Roles section in Administration.

1. In the top navigation panel, click Roles.
   
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A list of existing roles appears in your organization, typically Owner, Admin, and Member by default.

The default Member role does not include Polaris permissions. You need to create a Custom Role that explicitly grants Polaris Read access.

1. On the Roles page, click + New Role.
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2. Enter a Name for the role. For example, Polaris Viewer.
3. Enter a Description for the role. For example, "Custom role that grants Read access to Polaris for team members."
   
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4. Under Select a Product, click Administration.
5. Scroll down and locate Polaris. Click + Select Permissions.
   
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6. Enable Read access, then click Save.
7. Click Create Role.

Note You only need to create this Custom Role once. The same role can be assigned to multiple users, you do not need a separate role per user.

Once the Custom Role is created, assign it to the users who need Polaris access.

For New Users:

1. In the top navigation, click Users.
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2. Click + Invite User.
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3. Enter comma-separated emails of the users you want to grant access to.
4. Under Assign Product Roles, click Administration. The Select Roles side panel opens.
5. Under Product Roles, select the custom role you created. For example, Polaris Viewer.
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6. Click Save and then click Invite.

For Existing Users:

1. In the top navigation, click Users.
2. Under the Actions column, click the vertical ellipses and then click Edit.
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3. Under Manage Product Roles, you can assign any product roles to the user. In our case, Polaris Viewer role.
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4. Click Save and then click Update.

Repeat this for each user who needs access. There is no limit on how many users can be assigned the same Custom Role.

Tip The user does not need to log out and log back in. A simple browser refresh is enough. The Polaris icon appears in the top navigation automatically. If the icon does not appear after a refresh, ask the user to do a hard refresh: Ctrl+Shift+R on Windows/Linux or Cmd+Shift+R on Mac.

User still cannot see the Polaris icon after role assignment:

• Confirm the Custom Role has Polaris Read access enabled. Empty permissions are not sufficient.
• Confirm the Custom Role is actually assigned to the correct user and saved.
• Ask the user to do a hard refresh (Ctrl+Shift+R / Cmd+Shift+R).
• If the issue persists, ask the user to log out and log back in.
• If still unresolved, contact Contentstack Support.