SettingsRoles
Creating a Role
How to use the Create Role popup, name a new role, choose permissions, and avoid reserved or invalid role names.
Click Create Role on the Roles screen to open the create popup. The new role only belongs to the business currently selected at the top of the page.
Fields In The Popup
- Role Name: the internal name of the role. The screen expects lowercase letters, numbers, underscores, or hyphens.
- Permissions: grouped checkboxes that let you decide what the role can do across the app.
Naming Rules That Matter
- Unique per business: you cannot create two roles with the same name inside the same business.
- Reserved names blocked: system role names, owner, admin, member, worker and accountant, cannot be reused for a custom role.
- Lowercase format: keeping the name simple and consistent makes the role easier to spot later on the Team screen and in role lists.
Permission Rules
- Grouped by resource: permissions are shown in sections so you can build a role around the areas the person actually works in.
- No team or roles permissions here: those admin-level permissions are intentionally excluded from custom-role creation.
If your plan has reached its user limit, the create flow can show an upgrade prompt instead of the normal popup. That check happens before the new role is created.
Related articles
- Roles Screen: the page this popup opens from.
- Editing a Role: what to expect once you come back to refine the role later.
- Inviting a Team Member: where the new role becomes available as an assignment option.