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Create, Edit and Delete a Role
Create a role, tick its permissions, save, and delete it when nobody uses it.
Create a role, choose what it may do, and delete it when nobody uses it.
Overview
This guide covers creating, editing and deleting team roles. Remote roles work the same way under Settings → Remote Roles.
Who Can Access
Team members need Create Roles to add, Edit Roles to change and Delete Roles to remove.
Step-by-Step Guide
Open Roles & Permissions
Go to Settings → Roles & Permissions.
Create the role
Type a name in New role name… and click New. The new role starts with nothing ticked.
Tick its permissions
Pick a Quick start preset, or tick boxes yourself. Select all ticks a whole group, and Check all or Uncheck all change everything. Hover the ? next to a box to see what it allows.
Save
Click Save Permissions. Nothing changes until you save.
Assign it
Pick the role on a member’s Add or Edit page.
Delete a Role
Click the bin on the role’s card and confirm.
- A role in use can’t be deleted. Move its members to another role first.
- Members on their own personal permissions don’t count as using the role.