Skip to main content
Default roles cover most teams, but sometimes you need something specific — a bookkeeper who lives in Accounting, a contractor who only touches Marketing, or a viewer scoped to a single department. Custom roles let you set access resource by resource.
Only Owners and Admins (or a role granted Manage on Roles & Permissions) can create or edit roles.

​
Create a role

1

Open the roles manager

Go to Settings > Roles, or from Team Members click Manage Roles.
2

Start a new role

Click New role to start from scratch, or Clone a default role to start from its access and tweak it. Cloning is the fastest path — for example, clone Finance and remove what a bookkeeper shouldn’t touch.
3

Name it

Give the role a clear name (e.g. “Bookkeeper”) and an optional description so other admins know what it’s for.
4

Set access in the matrix

Each row is a resource; each column is a capability — View, Create, Edit, Delete, Manage. Check the boxes to grant access. Use the None / View / Full buttons on a department header to set every resource in that department at once.Checking any action automatically includes View (you can’t edit what you can’t see). Unchecking View clears the whole row.
5

Save

Click Save role. It’s now available in the role dropdown on Team Members.

​
Assign a role

1

Open Team Members

Go to Settings > Team Members.
2

Change a member's role

Use the three-dot menu next to a member and choose Change Role, then pick your custom role from the dropdown. You can also pick it when inviting someone new.
The change takes effect the next time the member reloads (within a few minutes at most).

​
Rules and limits

You can only grant capabilities you hold yourself. An Admin can build almost any role; a department lead can only build roles within their own area. Owners can grant anything.
A role can’t be deleted while anyone is still assigned to it. Reassign those members to another role first, then delete it.
The nine built-in roles are fixed. To customize one, Clone it and edit the copy.
Permission changes propagate within a few minutes. Ask them to reload. Owners and Admins always see everything the plan includes — that’s expected.

​
What’s Next?

Permissions reference

The full capability model and default-role matrix

Team Members

Invite people and manage access