How to create custom roles

How to create custom roles

With custom roles, you can create completely brand new roles with any number of permissions. 

1. In the left-hand navigation, click on the People management tab then click Settings.



2. Select Roles & permissions.



3. Select the Custom roles tab. You can view a list of all custom roles that have been created for your organization.



4. Click + Create custom role. 



5. Enter in the role name and an optional role description. Click Save.



6. A new role will be created with all permissions set to the lowest access level (e.g. view only or no access). Change each permission based on your needs.



7. Click Save when you’re done.




    • Related Articles

    • How to manage employee roles and permissions

      Roles and permissions How to view roles 1. In the left-hand navigation, click on the People management tab then click Settings. 2. Select Roles & permissions. 3. There are 2 tabs in Roles and Permissions: Default roles and Custom roles. Default roles ...

    • How to edit custom roles

      1. In the left-hand navigation, click on the People management tab then click Settings. 2. Select Roles & permissions. 3. Select the Custom roles tab to view a list of all custom roles that have been created for your organization. 4. Click on the ...

    • Manage custom fields to track additional info about employees

      Creating custom fields 1. Click your profile icon in the top-right corner, then click Settings. 2. To create custom fields, click App Settings. 3. Under App Settings, click the Custom Fields tab. 4. Click + Add Field to create a new custom field. 5. ...

    • How to assign roles

      1. In the left-hand navigation, click on the People management tab then click Settings. 2. Select User management. 3. Find the employee you want to assign the add-on role to and click the three dots next to their name, then click below to edit their ...

    • How to create a team

      1. Head to the Teams tab on the left navigation sidebar and click the + Add Team button. 2. Give your new team a name, then click Add team to create it. 3. Once your team has been created, you can add employees to the team by clicking either + Add ...