Custom Roles
Custom Roles
Section titled “Custom Roles”When the built-in roles don’t fit your team, create custom ones with exactly the permissions you need.
Before you start
Section titled “Before you start”You need the org:settings permission. Before you start, think about what each person on your team needs to do. Fewer permissions means fewer mistakes.
1. Open the roles page
Section titled “1. Open the roles page”Click Settings in the sidebar, then click the Roles tab. You’ll see every role in your organization with a count of how many members are assigned to each.
2. Create a custom role
Section titled “2. Create a custom role”Click Create Role. The Create Role dialog opens.
Enter a Name (e.g., “Event Coordinator”) and an optional Description. Then check or uncheck permissions across 14 categories. Each category groups related actions together.
Click Create when you’re done.
3. Edit permissions on an existing role
Section titled “3. Edit permissions on an existing role”Click a role in the list to open its detail view. Check or uncheck permissions as needed. Click Save.
You can modify permissions on both custom roles and built-in system roles.
4. Edit a custom role’s name and description
Section titled “4. Edit a custom role’s name and description”Click a custom role in the list. Update the Name or Description fields and click Save.
System roles (like Admin, Member, Judge) can have their permissions changed, but their name and description are locked.
5. Delete a custom role
Section titled “5. Delete a custom role”Click the custom role you want to remove. Click Delete Role at the bottom. Confirm the deletion.
You can only delete custom roles. Members assigned to a deleted role lose those permissions immediately.
Good to know
Section titled “Good to know”- There are 14 permission categories — forms, judges, scoring, exports, and so on. Start restrictive and add permissions as needed.
- Changes to a role affect every member assigned to it. There’s no per-member override.
- The member count next to each role tells you how many people a change will affect.
- System roles exist in every organization. You can adjust what they’re allowed to do, but you can’t rename or delete them.
- Permission changes take effect immediately. Members may need to refresh their browser.