Edit custom roles

Edit custom roles

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Note: These steps are for users with the Owner or Admin role, who can edit custom roles by default.

Go to People > Settings > Roles & permissions, then select the Custom roles tab. You'll see a list of every custom role created for your organization.

Change a role's permissions

1. Open the role

Click the name of the custom role you want to edit.

2. Change the permissions

Click the icons to change permissions for each section.


3. Save the permissions

Click Save.

Change a role's name or description

1. Open the role details

Click the dropdown menu next to the role, then click Edit role details.


2. Save your changes

Make your edits and click Save.

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Note: This only saves the role's name and description. If you also changed permissions, save those separately using the Save button in the section above. The two saves are separate.