Roles at a glance

A role is a set of permissions — for example “may view and create invoices, but not cancel them”. Each member has exactly one role. Instead of giving every member rights one by one, you create a few roles — “Staff” or “Bookkeeping”, say — and assign them.

Open the page

In your app, under System, click Members & Roles → Roles & Permissions.

The “Roles & Permissions” card with the count 1 and “Create role” at the top right; below it the table with the columns Role, Permissions and Members: the Staff role with 16 permissions, the initials of its member and the ⋮ menu.

The list shows the roles you can give to members:

Role — click the name to open the role for editing.
Permissions — how many boxes the role has ticked.
Members — who has the role (hover over the initials to see the name); — when nobody has it yet.
⋮ — Edit and Delete.

What about the owner?

The owner always has every permission — including those that new features bring later. They don’t need a role from this list for it.
That right belongs to them alone. That’s why it isn’t on the list: other members can’t get it, and it can’t be changed or deleted.

So a new workspace has no role yet. The page then shows No roles yet. — create the first one for your team:

The “Roles & Permissions” card with the count 0: “No roles yet.”, below it “As the owner you hold every permission. Create roles to give members just part of them.” and the “Create role” button.

How it all fits together

Changing a role affects every member who has it.
To give one member different rights, change their role.
The sidebar adapts: a member only sees the areas they have View for.