Custom Roles

Custom roles help you give people the exact access they need, and nothing more.

Good Role Design

• Use least privilege (minimum access)
• Separate finance roles from admin roles
• Review roles regularly

Creating a Custom Role (If Available)

1. Go to Team → Roles
2. Click Create role
3. Pick permissions (view vs manage)
4. Save
5. Assign the role to team members

Related Articles:

• Team Roles and Permissions
• Adding Team Members
• Audit Logs