Team Settings: custom roles
Last updated: May 6, 2026
Team Settings > Roles section: +New Role > name + description + permission checkboxes. Tailor permissions for counselors (student access, no admin), finance (payments/reports), junior staff (limited edit). Reassign roles via pencil icon edit.
Create custom roles to tailor permissions for users.
How to access
Settings > Teams > Roles section.
Create a new role
- Scroll to the Roles section.
- Click + New Role.
- Enter:
- Check the boxes for permissions.
- Click Save.
What permissions cover
Customize what tools and features users in this role can access.
Assign roles
- Assign at team member creation (when adding the new user).
- Reassign anytime: hover over the team member and click the pencil icon to edit role.
Why custom roles matter
Different team members need different access:
- Counselors: full student access, but no admin settings.
- Finance: payment data and reports.
- Junior staff: limited create/edit permissions.
Custom roles match permissions to actual responsibilities.