Create a custom role

A custom role gives a group of people exactly the access they need, such as a bookkeeper who sees finance but not HR. Start from the closest preset and adjust it.

Create the roleCopy Anchor Link

1. Open Settings › Roles & Permissions and stay on the Roles tab.
2. Select Create role.
3. Enter a name that describes the job, such as Bookkeeper or Project coordinator.
4. In Start from, pick the closest preset:
   • Contractor: projects, tasks, time, files, and docs only.
   • Member: the standard team permissions.
   • Manager: day-to-day management, including finance, clients, and HR.
   • Blank: no permissions, so you choose each one.
5. Create the role.

Adjust its permissionsCopy Anchor Link

1. Open the Permissions tab.
2. Find your new role's column and tick or untick permissions, area by area.

Give the role to peopleCopy Anchor Link

1. Open the Members tab.
2. Choose the new role for each person who should have it.

You're done when a person with the role can open the pages they need and cannot open the ones they shouldn't. Ask them to refresh after you change their role.

Good to knowCopy Anchor Link

• To give someone less than a built-in role, create a custom role from the closest preset and turn off what they shouldn't have. Built-in roles can't lose their default permissions.
• Billing, finance exports, HR, API keys, and settings affect the whole workspace. Add them only to roles that need them.
• Delete a custom role you no longer use from the Roles tab. Check how many members still have it first. Built-in roles can't be deleted.

RelatedCopy Anchor Link

• Roles & Permissions