Creating custom roles and permissions

The built-in Sales Manager and Support Rep roles cover most teams, but Roles → New lets you build your own from individual permissions grouped by area — Leads, Customers, Reports, Settings, and more (view / create / edit / delete / assign / import, depending on the area).

Assigning a role

Open any employee's profile and pick the role from the dropdown. Changes take effect immediately — no re-login required.

> Tip: start from the closest built-in role and adjust individual permissions, rather than building a custom role from a blank slate.