Only Admin users can create and manage custom roles — Members can invite teammates but cannot modify role settings.
1
Go to Settings
In the top right, navigate to Settings.
2
Open Team
Click Invite teammates in the settings menu.
3
Click Manage Roles
Select Manage Roles to see all existing roles.
4
Click Create New Role
Give your role a title and an optional description to help teammates understand its purpose.
5
Set permissions
Use the toggles to configure what this role can do across Rooms, Templates, Workflows, Roles, Users, and Billing. Toggle on only the permissions this role needs, then save.