Create a Custom Role

Create a Custom Role

When none of the default roles fits a job in your community, build your own. A role is a named collection of permission choices, and everyone you assign it to gets exactly those choices — per-user permission editing no longer exists, so a well-built role is how you give someone the right access.

If an existing role is already close to what you need, cloning it is usually faster — see "Clone a Role".

Before you start

• Go to Settings in the left navigation and select the Roles tab. The tab is visible only if your role can add and edit Users.
• You can only grant permissions you yourself hold. Anything you don't hold is locked in the editor — this is the grant ceiling, and it applies to every role you build or edit.

Steps

• Step 1: On the Roles page, select New role.
• Step 2: Name the role.
• Step 3: Set the access level on each category card. There is one card per area of the app (Guests, Vehicles, Entry Records, and so on), and each card offers:
• No access — the role does not see this area.
• Can view — read-only.
• Can manage — view, add, and edit.
• Full control — everything the area offers, including deleting.
• Custom — pick individual permissions when no preset fits.
• Step 4: Create the role.

Where the new role lands

New roles join at the bottom of the role hierarchy. Position matters — a role's rank decides who can assign it and who can manage its holders — so move the role up afterwards if it belongs higher. See "Reorder the Role Hierarchy".

Good to know

• Editing a role later updates everyone who holds it immediately.
• Custom (non-default) roles can be renamed at any time.
• Only non-default roles below your own tier can be deleted, and never while someone still holds them.

For the full picture of staff and property roles, defaults, and the hierarchy, see "Managing Roles and Permissions".