A role is a list of permissions. You can change the ready-made Support, Sales and Billing roles, or create your own. Admin cannot be changed.
Before you start
- In the brand admin, your role needs See staff, invites and roles and Create, edit and delete roles. You can only give or take away permissions your own role includes, and you cannot edit the role you hold.
- In your Owner Account, under Staff access → Roles, you can change any role except Admin.
Change a role
- Sign in to your brand admin.
- In the menu, open System → Staff & roles, then click the Roles tab.
- Next to the role, click Edit. A role you cannot change shows View.
- Open a group, such as Billing or Support, and tick or untick each permission. The box next to the group name ticks or unticks the whole group.
- Click Save changes. If people have this role, you see what they gain and lose. Click the button that starts with Save for to confirm.
Create your own role
- On the Roles tab, click Create a role. Or click Clone next to a role to start from it.
- Under Start from, choose the role to copy.
- Type a Name of 1 to 40 characters.
- Click Create and edit, change the permissions, then click Save changes.
To make a role close to Admin but with less, open Admin and click Clone Admin.
Undo or delete
- On a changed Support, Sales or Billing role, click Go back to ready-made to return to the ready-made permissions.
- Delete shows only on a role you made that nobody has and no pending invite uses. Type the role's name to confirm. This can't be undone.
What happens next
Everyone with the role gets the new permissions right away. Each change is written to the Audit Log.
Common problems
It says I can't grant a permission
Your own role doesn't include it. Ask an Admin, or make the change from your Owner Account → Staff access → Roles.
My own role only shows View
You can't edit the role you hold. Ask an Admin with a different role, or change it from your Owner Account.
Delete is greyed out
Move the people with this role to another role first, and revoke any pending invite that uses it.
Clone is missing, or Create a role says Nothing changed. Try again.
Your brand may have the most custom roles it can have. Delete a role nobody uses, then try again.