Your workspace comes with a standard set of roles. These cover the most common responsibility levels and have sensible default permission sets: Role Summary Super Admin Full org access: settings, structure, members, broadcasts, rota, HR, hiring, finance, branding Senior Manager Broad broadcast, rota, and approval access across departments Manager Department-scoped broadcasts, rota management, and member approvals Coordinator Broadcast to their own department; view rota Assistant Draft broadcasts - requires Manager or above approval before sending Weekly Paid Staff Receive broadcasts; view own rota and calendar; manage subscriptions Society or Club Leader Broadcast to their society or club members only You can assign these predefined roles directly to members without any additional configuration.
Go to Admin → Roles Navigate to Admin → Roles ( /admin/roles ) in the sidebar. You will see the list of all predefined and any previously created custom roles. Click ‘New role’ Select New role to open the role creation form. Name the role Give the role a clear, descriptive name that reflects the responsibility level it represents - for example, ‘Events Coordinator’ or ‘Finance Viewer’. This name is visible to admins when assigning roles to members. Select permissions from the catalog Browse the permission catalog and toggle on the keys this role should include. You can combine keys from different categories to build a precise permission set. See the Permission categories section below for an overview of available keys. Save and assign to members Save the role. It will immediately appear in the role selection list when editing a member’s profile. Go to Admin → Members , select a member, and assign the new role from their profile.
Permissions are organised into categories. Common examples include: Category What it controls members.view View the member directory and individual profiles members.edit_roles Assign and change roles for other members recruitment.* Full access to the hiring hub, job listings, and pipeline org_admin Access to Admin-level settings and configuration broadcasts Compose, schedule, and send broadcasts rota Create and manage rota shifts and approvals hr Access to HR records, onboarding, and people data finance Access to payroll, wagesheets, and finance settings compliance Access to the compliance hub and gov monitor The full catalog of available permission keys is visible in the role creation and edit form within Admin → Roles.
In addition to role-level permissions, you can add or remove specific permission keys for an individual member. This is useful when someone needs a single extra capability - or should have one removed - without warranting a whole new role. To manage a member’s individual permissions: Go to Admin → Members ( /admin/members ). Select the member whose permissions you want to adjust. Open the Permissions tab on their profile. Add or remove specific permission keys as needed. Permission overrides stack on top of the member’s assigned role. If you grant a key that is not in their role, they gain access to that feature. If you remove a key that their role includes, they lose access to it - regardless of the role assignment.
To change a member’s role, go to Admin → Members ( /admin/members ), find the member in the list, and select Edit . Choose a role from the dropdown and save. The change takes effect immediately - the member’s navigation and available actions will update on their next page load.
