If the system roles don't cover your team's specific needs, you can create a custom role with precisely defined permissions.

Who can create roles?

Only organization owners have access to role management.

Steps to create a new role

1Open the Team

From the main menu, go to Team.
There you will see the Roles tab.

2Create a new role

If you are the organization owner, you will see the "Create Role" button in the top right corner.

3Name and description

  • Enter a role name (for example: Sales Assistant).
  • Add a short description indicating which positions or responsibilities the role is intended for.

4Select permissions

  • You will see a list of all available permissions, grouped by module (Invoices, Clients, Projects, Organization, etc.).
  • Check only the permissions you want users with this role to have.
  • ⚠️ Be especially careful with the Delete and Role Management permissions.

5Save the role

Click the "Create" button to save the new role.

How do I use the new role?

Once the role is created, you can assign it to users in two ways:

1When inviting a new member

When sending an invitation to a new user, select the desired role from the dropdown menu.

2When editing an existing member

Go to the team members list and change the role of a user who has already been added.

Tip: Always follow the "principle of least privilege" – give users only the permissions they absolutely need to perform their tasks.