Skip to content
Back to documentation
SettingsRoles2 min read

Role Details

What a role row is telling you, including system and not-assignable badges, permission counts, user counts, and delete conditions.

Work Planner Team12 April 2026

Each row on the Roles screen is a compact summary of what that role is and how safely it can be changed. Reading the badges and counts correctly saves time before you click edit or delete.

Badges And Counts

  • System badge: tells you the role is one of the built-in roles: owner, admin, member, worker or accountant.
  • Not Assignable badge: appears when the role should not be offered as an assignable choice. In practice, owner is the key example.
  • Permission count: how many permissions the role currently carries.
  • User count: how many users in the selected business currently hold that role.

What The Actions Mean

  • Edit icon or row click: opens the edit popup when the role is allowed to be edited.
  • Delete icon: only appears for custom roles with zero assigned users.
  • No delete icon: means the role is protected, in use, or both.

Important Rules Behind The Row

  • Owner and Admin: protected system roles that cannot be edited from the screen.
  • Member, Worker and Accountant: still system roles, but their permissions can be adjusted through the edit popup even though their names stay fixed.
  • In-use custom roles: a custom role must be cleared from all users before it can be deleted.

Related articles

29 October 2026 • 5 min read

From Job to Paid with Xero

What happens to a job once Work Planner is connected to Xero: it becomes a Xero invoice, invoiced in Work Planner or not, and the bank payment you match in Xero comes back to settle the customer's account.

Read article: From Job to Paid with Xero
29 October 2026 • 12 min read

Xero Integration

How to connect Work Planner to Xero, choose where your customers, invoices, payments and expenses go in it, follow what's been sent on the Activity tab, bring in payments you match in Xero, and put right a connection that's stopped.

Read article: Xero Integration
23 October 2026 • 4 min read

Connecting HMRC

How to connect Work Planner to HMRC to send your VAT returns and Income Tax updates under Making Tax Digital, what the connection lets it do, connecting again every 18 months, and disconnecting.

Read article: Connecting HMRC