Intro to Custom Roles

In this article

Create new Custom Roles to suit your team's needs. Custom Roles are based on the standard Owner, Administrator, Manager, Member roles and can be customized using specific advanced permissions.

What you'll need

• By default, only the Team Owner/Administrators can create Custom Roles.
• Team owners can delegate managing Custom Roles to other Team Administrators

Create Custom Roles

TheTeam Owner/Administrators and administrators can create new Custom Roles.

1. In the upper-right corner, click your Workspace avatar.
2. Select Your Profile, then Roles.
3. In the upper-right corner of the Roles section, click  Add New Role. 
4. Enter the role name, select the permissions needed, and click Create. 
   • Custom Roles must have unique names.
5. Your new role is now a row in the Roles table.
6. To customize permissions, click the pencil in the new role row.

• You can assign the new Custom Role to people in your Team.

Permit admins to manage Custom Roles

Team Owner/Administrators can delegate Role management to a custom Admin. This role has access to all permissions. 

By default, the Admin role has every Custom Permission enabled.

To permit some admins to manage Custom Roles:

1. In the upper-right corner, click your avatar.
2. Select Your Profile, then Team.
3. Select the user you want change.
4. Update their Role to Administrator

Delete Custom Roles

Before deleting a Custom Role, assign a new role to anyone using it.

To delete a Custom Role:

1. In the upper-right corner, click your avatar.
2. Select Settings, then Your Profile.
3. In the Custom Permissions section, to the right of the new role name click the Delete icon
   • You can also rename or custom role from this menu.