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Creating a role

  1. Click Add Role
  2. Fill in the form:
  1. Click Create
After creation, a success screen appears with a quick link to Set up permissions for the new role. You can either configure permissions immediately or return to the roles list.

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Editing a role

To edit a custom role’s name or description:
  1. Click the corresponding name or description cell in the table
  2. Make your changes
  3. Click Save
The gear icon in the Actions column opens the permissions editor; it does not edit the role name or description. The editor starts with five root groups: Creators, Billing, Automation, Analytics, and Employees.

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Deleting a role

  1. Click the trash icon in the Actions column
  2. Confirm deletion

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Cannot delete if

Remove the role from every employee before deletion. Deleting an eligible custom role removes it from the active role list and has no self-service undo.

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Changing status

For a custom role, use the toggle in the Status column. A confirmation dialog will appear explaining the consequences of deactivation before the change takes effect. Every system role has a locked status and cannot be activated or deactivated, including Admin. Important: Deactivating a role does not disable permissions for employees who already have it. It only prevents assigning the role to new employees. To revoke access, remove the role assignment or change and save its permissions. Do not rely on the status toggle alone.