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
Open organization settings.
Open roles.
Select Create role.
Enter a clear role name.
Select only the permissions the role needs.
Save the role.
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.
Related articles
Members, admins, owners, and alumni
Manage organization members
How access moves through an organization hierarchy
Need more help?
Reach the bizybear team directly.