> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Build a Custom Role

> Make a role with exactly the access one job needs, area by area, and give it to a teammate when you invite them or later

Every teammate has a role, and the role decides which parts of Hiveku they see and what they can do there. The default roles cover most jobs. When none fits, build your own, box by box.

This guide builds a Bookkeeper role for Northwind: bills, vendors, invoices and the money reports, but not payroll, and none of the other departments. It shows where you give the role to a teammate, and how to delete a role you no longer need.

## Open the roles

Point to your profile picture at the bottom of the left rail, click **Settings**, then **Team Members**. Click **Manage Roles**.

![Team Members, 1 member in this account, 1 of 25 seats used, with the Manage Roles button outlined next to Activity Log and Invite](https://mintcdn.com/locusdigital/34tpHBzXt21RMyX5/images/how-tos/account/role-01-manage-roles-closeup.webp?fit=max\&auto=format\&n=34tpHBzXt21RMyX5\&q=85\&s=a5d53a6932eee03093bd908e76316bbb)

You see **Manage Roles** if you are the account's owner or an admin, or if your role has **Manage** on **Roles & Permissions**.

## Start a role

**Roles & Permissions** lists your **Custom roles** and the **Default roles**. **View** on a default role shows what it can do. Click **New role** to start from nothing, or **Clone** on a default role to start from its access. Cloning **Finance / Accountant** is a quick start for a bookkeeper, for example.

![Custom roles with No custom roles yet and the New role button outlined, above Default roles: Owner, Admin, Manager and Finance / Accountant, each with View and Clone](https://mintcdn.com/locusdigital/34tpHBzXt21RMyX5/images/how-tos/account/role-02-new-role-closeup.webp?fit=max\&auto=format\&n=34tpHBzXt21RMyX5\&q=85\&s=f71d98f2c0a5079cfe00cbc932e5e8ea)

## Name it

Type the **Role name** and a short **Description**, so other admins know what the role is for.

![New role with Role name Bookkeeper and Description Enters and pays bills, sends invoices, both outlined, above the access table's headings](https://mintcdn.com/locusdigital/34tpHBzXt21RMyX5/images/how-tos/account/role-03-name-closeup.webp?fit=max\&auto=format\&n=34tpHBzXt21RMyX5\&q=85\&s=db58d6ec5d7f8ca9af3f7e20c5d4cd6d)

## Set each area's access

**1. Read the table**

Below the name, each area of Hiveku has a heading (**Websites**, **CRM & Sales**, **Accounting & Finance**, **Commerce**, **Marketing** and so on) with its parts listed under it. For each part, tick what the role can do: **View**, **Create**, **Edit**, **Delete** and **Manage**. A dash means that part has no such action. A new role starts with almost every box empty.

**2. Set a whole area at once**

**None**, **View** and **Full** on an area's heading set every row under it. Here **Full** on **Accounting & Finance** gives the Bookkeeper bills and vendors, invoices and payments, and the financial reports, and also Time Tracking, PTO and Contracts. Untick any the job doesn't need.

**3. Take away what the job doesn't need**

Untick a box to take that action away. Unticking **View** clears the whole row, and ticking any other box ticks **View** too. The Bookkeeper doesn't run payroll, so the **Payroll** row is cleared.

![The Accounting & Finance heading with its Full button outlined, rows Overview, Accounts Payable (Bills & Vendors), Accounts Receivable (Invoices, Estimates, Payments), Time Tracking, PTO, My own time and time off, Contracts and Financial Reports ticked, and the Payroll row, every box empty, outlined](https://mintcdn.com/locusdigital/34tpHBzXt21RMyX5/images/how-tos/account/role-04-accounting-full-closeup.webp?fit=max\&auto=format\&n=34tpHBzXt21RMyX5\&q=85\&s=8ecadd3dd2de8fdfa41e74f832a8392a)

**4. Save it**

Click **Save role** at the bottom. The role joins **Custom roles**.

![Custom roles with Bookkeeper, Enters and pays bills, sends invoices, outlined, with its edit and delete icons](https://mintcdn.com/locusdigital/34tpHBzXt21RMyX5/images/how-tos/account/role-06-saved-closeup.webp?fit=max\&auto=format\&n=34tpHBzXt21RMyX5\&q=85\&s=f990804aaeba5e5e813d17bb7c54c9b9)

> [!NOTE]
>
> In the left rail, bills, vendors, invoices and payroll are all in the **Commerce** menu. In the role table they are under **Accounting & Finance**: **Accounts Payable (Bills & Vendors)**, **Accounts Receivable (Invoices, Estimates, Payments)** and **Payroll**. The table's **Commerce** area covers orders, products, subscriptions, reviews and Commerce settings.

## Give the role to a teammate

Back on **Team Members**, click **Invite**. Type the person's email address and pick the role in the list next to it. Custom roles are at the end, marked **(custom)**. Then click **Send Invite**.

![Invite New Member with an empty email box, the role list showing Bookkeeper (custom), outlined, and the Cancel and Send Invite buttons](https://mintcdn.com/locusdigital/34tpHBzXt21RMyX5/images/how-tos/account/role-07-assign-picker-closeup.webp?fit=max\&auto=format\&n=34tpHBzXt21RMyX5\&q=85\&s=8867de124703b51d16a4319ec52d94a3)

For someone already on your team, click the three dots on their row, then **Change Role**, pick the role and click **Save**. The owner's role isn't changed this way: ownership moves with **Transfer Ownership** on another member's row.

## Change or delete a role

On **Roles & Permissions**, the pencil on a custom role opens it to change, and the trash can deletes it. A role someone still has can't be deleted: give those people another role first.

![Delete the Bookkeeper role? Members using it must be reassigned first. Cancel, and the Delete role button outlined](https://mintcdn.com/locusdigital/34tpHBzXt21RMyX5/images/how-tos/account/role-08-delete-closeup.webp?fit=max\&auto=format\&n=34tpHBzXt21RMyX5\&q=85\&s=08225806ec6a523c185cc96a1095cf53)

## Good to know

* **A role can't give more than you have.** Unless you are the owner or an admin, a role you build or give out can only include actions your own role has.
* **Changes reach everyone with the role.** Edit a custom role, and everyone who has it gets the new access.
* **A hidden area is hidden, not locked.** When a role has no **View** in an area, that area leaves the person's left rail. An area your plan doesn't include shows as locked for everyone instead.
* **More:** [Roles & Permissions](/settings/permissions) lists what each default role can do, and [Manage Team Members & Roles](/how-tos/team-roles) covers removing people and transferring ownership.


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