Create custom roles and permissions

Team & HR

Create custom roles and permissions

Make your own role, like “Receptionist”, with exactly the areas and actions they need.

Where to find it: Settings → Roles & permissions Owners and admins 5 min

Before you start

You're an owner or admin.

The steps at a glance

Step 1 of 4

Tap Settings in the menu, then tap Roles & permissions in the "Jump to a section" row (or scroll down to the Roles & permissions box).
Tap New role. Start from a template, or From scratch.
Type a Role name. Choose Which records they see, tick the Areas they can open and What they can do.
Tap Create role, then add people under Team members.

✅ How do I know it worked?

The person only sees the menu items you ticked.

⚠️ Common mistakes

Problem“Their standard role was changed elsewhere.”FixThe custom role's limits still apply. Check the role if it looks wrong.