Who can use this feature?
👤 Only Organizations Owners can access this feature.
🚩 Available on the Essential and Enterprise Plans.
Navigate to Settings in the primary navigation menu.
Select Roles in the sub side navigation menu.
Click Create Role.
Enter a Role Title.
Optionally enter a Role Description.
Under Role Type, select Organization Access to create an organization-level role or select Group Access to create a group-level role.
Click Save to be taken to the custom role's details page.
Select the Permissions tab.
Assign relevant permissions to the new role or copy permissions assigned to an existing role in your organization by clicking Copy permissions.
Scroll down and click Apply Changes.
💡 Once a custom role is created, it can be assigned to users. See this help article for more information about adding users to your organization and managing group access.