Create or change a role
ForOwnerAdmin
Decide what a role lets people do.
Roles live on the Roles tab of Settings, then Team. You give roles to people on the Team tab.
Create a role
Start it
Press New role. Give it a Name and a short Description. The description is shown wherever someone chooses this role for a person.
Choose what it permits
Start from nothing, or choose Copy existing to start from another role. Then tick the permissions it should have.
Create it
Press Create. A new role saves at once.
Change what a role permits
Tick or untick permissions in Permissions by area, or press Edit on a role. Nothing saves yet: press Review and save to see what the changes will let people do, and how many people each one affects, then press Save.
Limits
- Owner always has every permission and cannot be changed.
- Only an owner can change what Admin can do.
- Some permissions can only be held by Owner and Admin.
- A built-in role cannot be deleted, and nor can a role people still hold. Move them to another role first.