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Create a custom role

4 steps, in the order you do them.

Follow it on screen.

  1. 1

    Start a new role

    Built-in roles stay; this adds one of your own.

    Where to find it: Start a new role — the arrow points at the control
    The real screen — the arrow marks the control.
  2. 2

    Pick the responsibilities

    Grouped by what somebody does, not by table names.

    Where to find it: Pick the responsibilities — the arrow points at the control
    The real screen — the arrow marks the control.
  3. 3

    Preview what they will see

    Check it before anybody is assigned to it.

    Where to find it: Preview what they will see — the arrow points at the control
    The real screen — the arrow marks the control.
  4. 4

    Save the role

    It becomes selectable on every invite and member row.

    Where to find it: Save the role — the arrow points at the control
    The real screen — the arrow marks the control.
More about what this doesCreate a custom roleKeep goingAll walkthroughs