Managing Roles

Create, rename and delete roles.

Create a role

Required permission:

• View role
• Create role

Open Settings › Permission and click New.

1. Role name: a name that is unique in your organization. A duplicate is refused with A role with that name already exists.
2. Start from an existing role (optional): turn this on and pick a role to copy its permissions into the new one, then adjust them. Leave it off and the new role starts with no permissions.

Click Save. The new role appears in the role list. Select it, turn on the permissions it needs, and click Save.

Copying a role is the quickest way to make a variant, for example a Senior Planner that starts from Planner and adds a few permissions.

Rename a role

Required permission:

• View role
• Edit role

Click … beside a role and choose Edit role. Change the name and click Save. The role’s permissions stay as they are.

Delete a role

Required permission:

• View role
• Delete role

Click … beside a role and choose Delete, then confirm. People holding the role lose the access it grants. This can’t be undone.

Rules for roles

These rules apply in the app and in the API:

• A role’s name must be unique in your organization.
• A role that is assigned to one or more users can’t be deleted. Give those users another role first, then delete it.
• The Owner role can’t be renamed or deleted, and there is always exactly one owner.