Admin users can create and assign both default and custom roles within the Organization settings. Assigning roles helps to maintain clarity and consistency in access control. Users may be assigned only one role at a time, and users cannot change their own roles.

Roles and permissions define access, with the system automatically hiding any UI components for which access is not granted. This not only streamlines the user interface but also prevents unauthorized interactions. Customizing roles ensures access is precisely tailored to the specific needs of different roles within the organization.

Users cannot delete roles that are currently assigned to anyone. Before a role can be deleted, it must not have any assignments.

Default roles include the Admin and Dashboard roles. For more information, see the Add team members documentation.

Custom roles activate or deactivate the View, Edit, and Delete permissions for the following modules: