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Create custom organization roles

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Create custom organization roles and permissions

Custom roles help an organization give repeatable access to members.

Create a role

  1. Open organization settings.

  2. Open roles.

  3. Select Create role.

  4. Enter a clear role name.

  5. Select only the permissions the role needs.

  6. Save the role.

  7. Assign the role to a member.

Use a separate role for a separate job. Review the permissions before you assign the role.

Change or delete a role

Open the role, update its name or permissions, and save it. Remove a role only after you review the members who use it.

  • Members, admins, owners, and alumni

  • Manage organization members

  • How access moves through an organization hierarchy

Need more help?

Reach the bizybear team directly.