Custom Roles
Assigning and removing custom roles
Give people a custom role, take it away again, and what editing, disabling or deleting a role does.
Step 1
Grant it from the role
Under Custom Roles, press the person icon on a role to open it. Its permissions show as chips, and the box underneath grants it to someone by name or email. They get a notification.
Custom Roles
Give specific people exactly the permissions they need, in place of their default role
Support Lead
Handles customer files and chats
- PSmember
Priya Shah
priya@example.com
Jordan Reyes
jordan@example.com
1 member holds this role
Step 2
Or from the person
The role button on someone's card, under Users or in View Access, lists your custom roles under Custom Roles. Pick one to give it to them.
Assign Role
Org Role
Moderator
Delete and manage any file or folder
Contributor
Create and manage forms
Member
Submit and view forms
Custom Roles
Step 3
One role at a time
A person holds exactly one role. Giving them a custom role replaces their default role, and any other custom role they had; granting one to someone who holds another asks you first. Owners and Admins must be moved to a lower default role before they can take one.
Assign Role
Org Role
Admin
Manage users and settings
Moderator
Delete and manage any file or folder
Contributor
Create and manage forms
Member
Submit and view forms
Custom Roles
Move this user to Moderator, Contributor, or Member first to assign a custom role.
Step 4
Taking it away
The cross on a holder's row removes the role once you confirm. They become a Member, not whatever role they had before, and get a notification. Picking a default role on their role button does the same and then sets that role.
Jordan Reyes
jordan@example.com
1 member holds this role
Step 5
Editing a role
The pencil reopens the form. Changes apply to everyone who holds the role, and they are notified when its permissions change.
Edit Role
Step 6
Disabling a role
The eye disables a role: it is marked Disabled and can no longer be picked. While it is disabled, the people holding it fall back to the default role they had before they were given it.
Custom Roles
Give specific people exactly the permissions they need, in place of their default role
Support Lead
Handles customer files and chats
Step 7
Deleting a role
Press Delete and confirm. The confirm says how many people hold the role: each of them becomes a Member and is notified.
Delete role?
Try it in Secretary, or create an account to get started.