Company Roles

Define the roles people can hold — standard and custom — that drive permissions across company and project tools.

Updated June 1, 2026Who this is for:

Company Admin

Roles are the building blocks of access. Company Roles is where you manage the standard roles and create custom ones that match how your organization actually works — each role carries a set of permissions applied wherever it’s assigned.

Manage roles

Open Roles

From the company hub, go to Roles.

Create a custom role

Start from a standard role or from scratch, then set its permissions per tool.

Assign roles

Assign roles to members at the company level and per project.

Troubleshooting

A custom role grants too much

Edit the role’s tool permissions — changes apply to everyone holding it.

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Company Permissions
Set the baseline of what each company role can do, and manage company-level permission overrides.
Project Permissions
Control who can see and do what on the project by assigning roles, and fine-tune access with per-user overrides.