Open Team and select Roles: "Review default roles, create custom roles, and decide exactly which permissions each role receives." You need Manage Team.
Override a Default Role
- Select a default role, such as Admin.
- Under Permission Overrides, turn permissions on or off.
- Select Save Override.
"Default role names and deletion stay protected. Permission changes apply only to this workspace." Select Reset to Default to undo. The Owner role cannot be changed, so the workspace always has an account that can recover team and permission settings.
Create a Custom Role
- Select Create Role.
- Enter a Role Name and a short Summary.
- Choose Start From, the default role to copy.
- Under Permissions, turn on only what this role needs. Reset to Base returns to the starting role's permissions.
- Save.
Assign the role in each team member's editor. Custom roles show a custom badge and can be deleted. Default roles show Not deletable.
Example
A "Lead Editor" role starting from Editor with Listing Media and Deliver Listings turned on, and billing hidden. Lead editors can upload and deliver, but not see finances.