If the built-in Admin and Member roles do not match your organization's structure, you can create custom roles with precisely the permissions you need.
Accessing role management
Navigate to Settings > Roles Management. You will see a list of all existing roles, including the built-in Admin and Member roles and any custom roles that have been created.
Creating a new role
Click the Create Role button.
Enter a name for the role (e.g., "Analyst", "Marketing Manager", "Viewer").
Review the permission grid. For each category (Knowledge Agent, Dashboard, Document Library, Settings, Integrations, Users, Roles, Employees), toggle the Read and Write permissions on or off.
Click Save to create the role.
The role is immediately available for assignment to users.
Selecting permissions
Think about what each role needs to accomplish:
A read-only analyst might need Read access to Knowledge Agent, Dashboard, and Document Library, with no Write access anywhere.
A marketing manager might need Read + Write on Dashboard and Document Library, plus Read on Integrations to monitor data sources.
A team lead might need everything a Member has, plus Read + Write on Users to manage their direct reports.
Assigning custom roles to users
After creating a role, assign it to team members via Settings > User Management. Select the user, edit their role assignment, and choose your custom role. A user can hold multiple roles - their effective permissions are the union of all assigned roles.
Editing and deleting custom roles
To edit a custom role, click on it in the Roles Management list, adjust permissions, and save.
To delete a custom role, click the delete option. Users who held only that role will need a new role assigned.
Important: built-in roles cannot be modified
The Admin and Member roles are system-defined and cannot be edited or deleted. This ensures there is always a known baseline for full access and standard access. If you need a variation, create a custom role instead.