Creating custom roles
Build a role with exactly the permissions you want.
When the preset roles do not fit your team, create your own. A custom role lets you decide exactly what a group of people can see and do.
Create a custom role
1
Open Roles
Go to Settings, then Team, then Roles, and create a new role.
2
Name it and set permissions
Give the role a clear name, then choose what it can do, view, create, update, or delete, for each type of record.
3
Assign it
Apply the role to teammates when you invite them or from their member settings.
Give the least access needed
Grant only the permissions a role truly needs. It keeps your data safe and your workspace simple, and you can always add more later.
Last updated June 2026