Custom roles

Beyond the built-in roles, you can create organization-specific custom roles with their own set of permissions — useful for positions like "Project Manager", "Commercial" or "Customer Success".

Create a custom role

  1. 1Go to Admin → Custom roles.
  2. 2Click "Create role" and enter a name and description.
  3. 3Pick a color to make it easy to identify in members and assignment lists.
  4. 4Toggle the permissions it should grant.
  5. 5Save.
Create a custom role

Assign a custom role

Custom roles can be used in two places:

  1. 1As an extra role for an organization member (stacks on top of their base role).
  2. 2As a target in project, folder or document access rules — everyone with that role gets the access.
💡 Custom roles don't replace OWNER/ADMIN/MEMBER — they complement them.

Edit or delete a role

Changing a role's permissions affects every user who has it. Deleting a role is safe — it just removes the role from members; their base role stays intact.

  1. 1Open Admin → Custom roles.
  2. 2Click the role you want to modify.
  3. 3Update permissions or click "Delete" to remove.