Create a custom role
1 min read · Updated Jun 2026
Under Settings → Roles, choose New role, give it a name and description, set its information access level, and turn on the View/Edit permissions it needs per area. Save, then assign it to members. You can edit or delete custom roles, but not built-in ones.
When the built-in roles don’t fit, create a custom role with exactly the permissions you want.
Create a role
- Go to Settings → Roles and choose New role.
- Role details — give it a name (e.g. “Hiring Manager”) and a description.
- Information access — choose how much employee information the role can see, from their own record only, up to the entire company (and options in between, such as direct reports or same department).
- Permissions — work through each area (Talents, Jobs, Company, Payments, and so on) and turn on View and/or Edit for the permissions this role should have. At least one permission must be enabled.
- Click Create role.
Edit or delete
- Edit a custom role anytime to adjust its name, access level, or permissions.
- Delete a custom role you no longer need.
- Built-in roles can’t be edited or deleted — they show a read-only notice. To change behavior, create a custom role instead.
Put it to use
Assign your new role to people when you invite them or by editing a member — see Manage your team (users). For how permissions work overall, see Roles and permissions explained.
Note: Information access and permissions work together: permissions decide what features a role can use, while information access decides whose records they can see within those features.
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Last updated: Jun 2026